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 | $82,992 | $59,107+40.4% | $86,436-4.0% | $68,494+21.2% |
| Participation rate | 24.4% | 75.2%-50.8pp | 80.3%-55.9pp | 67.9%-43.4pp |
| Annual return | -11.80% | -0.23%-11.6pp | 4394.89%-4406.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,825 | $5,901-35.2% | $6,952-45.0% | $4,027-5.0% |
| Admin fee / account holder | $4,161 | $5,637-26.2% | $6,731-38.2% | $5,403-23.0% |