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 | $75,483 | $77,813-3.0% | $123,544-38.9% | $64,186+17.6% |
| Participation rate | 46.8% | 74.7%-27.9pp | 82.3%-35.5pp | 69.6%-22.8pp |
| Annual return | -7.27% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $30 | $3,014-99.0% | $4,628-99.4% | $2,381-98.7% |
| Participant deferral / active EE | $4,235 | $5,240-19.2% | $6,426-34.1% | $3,470+22.1% |
| Admin fee / account holder | $1,465 | $5,519-73.5% | $9,284-84.2% | $4,888-70.0% |