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 | $140,019 | $59,805+134.1% | $79,550+76.0% | $68,494+104.4% |
| Participation rate | 27.1% | 61.1%-34.0pp | 69.5%-42.4pp | 67.9%-40.8pp |
| Annual return | -13.38% | -12.30%-1.1pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,427 | $3,024-52.8% | $3,985-64.2% | $4,027-64.6% |
| Admin fee / account holder | $2,717 | $4,835-43.8% | $6,832-60.2% | $5,403-49.7% |