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 | $154,992 | $64,707+139.5% | $112,228+38.1% | $68,494+126.3% |
| Participation rate | 62.1% | 67.2%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -16.00% | -11.40%-4.6pp | 27.45%-43.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $640 | $2,746-76.7% | $3,635-82.4% | $2,596-75.3% |
| Participant deferral / active EE | $6,598 | $3,565+85.1% | $4,728+39.5% | $4,027+63.8% |
| Admin fee / account holder | $1,254 | $5,232-76.0% | $6,410-80.4% | $5,403-76.8% |