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 | $31,305 | $42,894-27.0% | $60,874-48.6% | $68,494-54.3% |
| Participation rate | 36.4% | 66.8%-30.4pp | 73.1%-36.7pp | 67.9%-31.5pp |
| Annual return | -10.51% | -13.98%+3.5pp | 16.90%-27.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $340 | $1,978-82.8% | $2,701-87.4% | $2,596-86.9% |
| Participant deferral / active EE | $1,383 | $2,867-51.8% | $3,817-63.8% | $4,027-65.7% |
| Admin fee / account holder | $2,008 | $3,101-35.3% | $3,224-37.7% | $5,403-62.8% |