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 | $172,110 | $110,094+56.3% | $151,611+13.5% | $68,494+151.3% |
| Participation rate | 60.7% | 84.0%-23.3pp | 87.5%-26.8pp | 67.9%-7.2pp |
| Annual return | -17.19% | -10.12%-7.1pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,999 | $6,527+37.9% | $8,363+7.6% | $4,027+123.5% |
| Admin fee / account holder | $1,402 | $7,719-81.8% | $11,616-87.9% | $5,403-74.0% |