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 | $175,369 | $142,344+23.2% | $119,609+46.6% | $134,475+30.4% |
| Participation rate | 52.9% | 82.8%-29.9pp | 79.3%-26.3pp | 81.2%-28.3pp |
| Annual return | -16.32% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,008 | $5,222-80.7% | $4,232-76.2% | $4,740-78.7% |
| Participant deferral / active EE | $5,298 | $6,469-18.1% | $5,602-5.4% | $6,400-17.2% |
| Admin fee / account holder | $461 | $13,584-96.6% | $10,323-95.5% | $11,426-96.0% |