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 | $98,142 | $59,805+64.1% | $79,550+23.4% | $68,494+43.3% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.5%-5.8pp | 67.9%-4.3pp |
| Annual return | -17.69% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,747 | $3,024-9.2% | $3,985-31.1% | $4,027-31.8% |
| Admin fee / account holder | $13,288 | $4,835+174.8% | $6,832+94.5% | $5,403+145.9% |