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 | $60,782 | $47,944+26.8% | $67,834-10.4% | $62,891-3.4% |
| Participation rate | 35.6% | 61.1%-25.5pp | 68.8%-33.2pp | 69.3%-33.8pp |
| Annual return | 4.70% | 11.77%-7.1pp | 138.47%-133.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,362 | $2,247-39.4% | $3,160-56.9% | $3,203-57.5% |
| Admin fee / account holder | $7,082 | $3,712+90.8% | $4,622+53.2% | $4,296+64.9% |