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 | $161,865 | $167,307-3.3% | $143,757+12.6% | $134,475+20.4% |
| Participation rate | 23.1% | 84.8%-61.7pp | 80.3%-57.2pp | 81.2%-58.1pp |
| Annual return | -18.18% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,045 | $5,619-81.4% | $4,951-78.9% | $4,740-77.9% |
| Participant deferral / active EE | $3,403 | $6,446-47.2% | $5,637-39.6% | $6,400-46.8% |
| Admin fee / account holder | $19,801 | $18,088+9.5% | $14,673+34.9% | $11,426+73.3% |