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 | $123,984 | $81,900+51.4% | $119,609+3.7% | $68,494+81.0% |
| Participation rate | 55.6% | 71.9%-16.3pp | 79.3%-23.7pp | 67.9%-12.3pp |
| Annual return | -12.73% | -23.82%+11.1pp | -14.97%+2.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $287 | $2,693-89.3% | $4,232-93.2% | $2,596-88.9% |
| Participant deferral / active EE | $4,617 | $4,148+11.3% | $5,602-17.6% | $4,027+14.6% |
| Admin fee / account holder | $13,673 | $6,582+107.7% | $10,323+32.4% | $5,403+153.1% |