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 | $137,498 | $81,900+67.9% | $119,609+15.0% | $68,494+100.7% |
| Participation rate | 52.5% | 71.9%-19.4pp | 79.3%-26.8pp | 67.9%-15.4pp |
| Annual return | -15.88% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $295 | $2,693-89.0% | $4,232-93.0% | $2,596-88.6% |
| Participant deferral / active EE | $3,909 | $4,148-5.8% | $5,602-30.2% | $4,027-2.9% |
| Admin fee / account holder | $12,252 | $6,582+86.2% | $10,323+18.7% | $5,403+126.8% |