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 | $49,219 | $81,900-39.9% | $119,609-58.8% | $68,494-28.1% |
| Participation rate | 68.6% | 71.9%-3.3pp | 79.3%-10.7pp | 67.9%+0.7pp |
| Annual return | -13.27% | -23.82%+10.6pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $208 | $2,693-92.3% | $4,232-95.1% | $2,596-92.0% |
| Participant deferral / active EE | $2,213 | $4,148-46.6% | $5,602-60.5% | $4,027-45.0% |
| Admin fee / account holder | $3,011 | $6,582-54.3% | $10,323-70.8% | $5,403-44.3% |