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 | $84,638 | $45,863+84.5% | $77,024+9.9% | $68,494+23.6% |
| Participation rate | 51.2% | 55.9%-4.7pp | 67.9%-16.7pp | 67.9%-16.7pp |
| Annual return | -13.70% | 1.72%-15.4pp | 42.32%-56.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,299 | $2,962+78.9% | $4,426+19.7% | $4,027+31.6% |
| Admin fee / account holder | $5,564 | $3,041+83.0% | $5,425+2.5% | $5,403+3.0% |