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 | $80,067 | $56,357+42.1% | $104,294-23.2% | $68,494+16.9% |
| Participation rate | 42.3% | 63.3%-20.9pp | 73.3%-31.0pp | 67.9%-25.6pp |
| Annual return | -17.47% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $295 | $1,960-84.9% | $3,372-91.2% | $2,596-88.6% |
| Participant deferral / active EE | $1,666 | $3,077-45.8% | $4,625-64.0% | $4,027-58.6% |
| Admin fee / account holder | $379 | $4,903-92.3% | $7,339-94.8% | $5,403-93.0% |