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 | $66,010 | $105,860-37.6% | $90,749-27.3% | $134,475-50.9% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -12.36% | -11.01%-1.4pp | -12.16%-0.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $498 | $3,462-85.6% | $2,921-83.0% | $4,740-89.5% |
| Participant deferral / active EE | $1,611 | $5,216-69.1% | $4,564-64.7% | $6,400-74.8% |
| Admin fee / account holder | $4,626 | $13,938-66.8% | $8,445-45.2% | $11,426-59.5% |