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 | $44,049 | $46,674-5.6% | $117,472-62.5% | $68,494-35.7% |
| Participation rate | 61.8% | 56.8%+5.0pp | 70.6%-8.8pp | 67.9%-6.1pp |
| Annual return | -17.47% | -14.52%-3.0pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $222 | $1,505-85.3% | $4,176-94.7% | $2,596-91.5% |
| Participant deferral / active EE | $4,501 | $2,636+70.7% | $4,070+10.6% | $4,027+11.8% |
| Admin fee / account holder | $1,309 | $4,020-67.4% | $5,645-76.8% | $5,403-75.8% |