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 | $155,097 | $71,883+115.8% | $86,677+78.9% | $68,494+126.4% |
| Participation rate | 55.2% | 72.2%-17.1pp | 76.6%-21.4pp | 67.9%-12.7pp |
| Annual return | -13.50% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,680 | $3,779+76.8% | $4,656+43.5% | $4,027+65.9% |
| Admin fee / account holder | $8,149 | $6,112+33.3% | $7,493+8.8% | $5,403+50.8% |