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 | $102,966 | $48,265+113.3% | $68,791+49.7% | $68,494+50.3% |
| Participation rate | 69.5% | 60.7%+8.8pp | 69.0%+0.5pp | 67.9%+1.6pp |
| Annual return | -10.57% | -12.71%+2.1pp | -6.38%-4.2pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,018 | $2,867+40.2% | $3,941+1.9% | $4,027-0.2% |
| Admin fee / account holder | $8,802 | $4,355+102.1% | $4,932+78.5% | $5,403+62.9% |