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 | $76,221 | $72,404+5.3% | $110,238-30.9% | $64,186+18.8% |
| Participation rate | 55.7% | 73.3%-17.6pp | 79.8%-24.1pp | 69.6%-13.9pp |
| Annual return | -4.48% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $247 | $2,282-89.2% | $3,826-93.5% | $2,381-89.6% |
| Participant deferral / active EE | $4,305 | $3,469+24.1% | $4,672-7.9% | $3,470+24.1% |
| Admin fee / account holder | $2,632 | $5,664-53.5% | $8,547-69.2% | $4,888-46.2% |