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 | $76,415 | $64,707+18.1% | $112,228-31.9% | $68,494+11.6% |
| Participation rate | 30.9% | 67.2%-36.2pp | 75.1%-44.1pp | 67.9%-37.0pp |
| Annual return | -14.35% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $644 | $2,746-76.5% | $3,635-82.3% | $2,596-75.2% |
| Participant deferral / active EE | $2,718 | $3,565-23.8% | $4,728-42.5% | $4,027-32.5% |
| Admin fee / account holder | $12,566 | $5,232+140.2% | $6,410+96.0% | $5,403+132.6% |