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 | $99,119 | $99,032+0.1% | $80,019+23.9% | $135,375-26.8% |
| Participation rate | 44.4% | 78.4%-33.9pp | 75.8%-31.4pp | 82.6%-38.2pp |
| Annual return | -4.11% | 15.39%-19.5pp | 11.22%-15.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,256 | $4,282-47.3% | $3,686-38.8% | $5,609-59.8% |
| Admin fee / account holder | $4,390 | $10,436-57.9% | $6,521-32.7% | $10,827-59.5% |