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 | $200,415 | $59,805+235.1% | $79,550+151.9% | $68,494+192.6% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.5%-11.8pp | 67.9%-10.2pp |
| Annual return | -14.27% | -12.30%-2.0pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,018 | $3,024+132.0% | $3,985+76.1% | $4,027+74.3% |
| Admin fee / account holder | $8,298 | $4,835+71.6% | $6,832+21.5% | $5,403+53.6% |