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 | $42,653 | $76,912-44.5% | $129,110-67.0% | $68,494-37.7% |
| Participation rate | 65.0% | 69.1%-4.1pp | 77.3%-12.3pp | 67.9%-2.9pp |
| Annual return | -14.75% | -9.78%-5.0pp | -10.94%-3.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $827 | $3,243-74.5% | $5,052-83.6% | $2,596-68.2% |
| Participant deferral / active EE | $3,444 | $4,732-27.2% | $6,542-47.4% | $4,027-14.5% |
| Admin fee / account holder | $3,969 | $6,638-40.2% | $14,302-72.2% | $5,403-26.5% |