See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,799 | $48,265-48.6% | $68,791-64.0% | $68,494-63.8% |
| Participation rate | 60.5% | 60.7%-0.2pp | 69.0%-8.6pp | 67.9%-7.4pp |
| Annual return | -14.97% | -12.71%-2.3pp | -6.38%-8.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,956 | $2,867-31.8% | $3,941-50.4% | $4,027-51.4% |
| Admin fee / account holder | $3,371 | $4,355-22.6% | $4,932-31.6% | $5,403-37.6% |