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 9-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 | $105,643 | $105,860-0.2% | $90,749+16.4% | $134,475-21.4% |
| Participation rate | 64.7% | 78.2%-13.5pp | 75.7%-11.0pp | 81.2%-16.5pp |
| Annual return | -12.58% | -11.01%-1.6pp | -12.16%-0.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $401 | $3,462-88.4% | $2,921-86.3% | $4,740-91.5% |
| Participant deferral / active EE | $2,796 | $5,216-46.4% | $4,564-38.7% | $6,400-56.3% |
| Admin fee / account holder | $3,553 | $13,938-74.5% | $8,445-57.9% | $11,426-68.9% |