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 | $74,458 | $59,805+24.5% | $79,550-6.4% | $68,494+8.7% |
| Participation rate | 46.3% | 61.1%-14.7pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | -15.92% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,394 | $3,024+12.2% | $3,985-14.8% | $4,027-15.7% |
| Admin fee / account holder | $2,539 | $4,835-47.5% | $6,832-62.8% | $5,403-53.0% |