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 | $40,759 | $81,900-50.2% | $119,609-65.9% | $68,494-40.5% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.6pp | 67.9%-2.3pp |
| Annual return | -12.05% | -23.82%+11.8pp | -14.97%+2.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $89 | $2,693-96.7% | $4,232-97.9% | $2,596-96.6% |
| Participant deferral / active EE | $2,269 | $4,148-45.3% | $5,602-59.5% | $4,027-43.7% |
| Admin fee / account holder | $8,521 | $6,582+29.5% | $10,323-17.5% | $5,403+57.7% |