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 | $50,968 | $56,484-9.8% | $169,463-69.9% | $64,186-20.6% |
| Participation rate | 29.0% | 64.5%-35.5pp | 77.8%-48.8pp | 69.6%-40.5pp |
| Annual return | -4.55% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,793 | $3,448-48.0% | $5,277-66.0% | $3,470-48.3% |
| Admin fee / account holder | $4,131 | $4,174-1.0% | $9,109-54.7% | $4,888-15.5% |