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 | $120,575 | $71,883+67.7% | $86,677+39.1% | $68,494+76.0% |
| Participation rate | 37.5% | 72.2%-34.7pp | 76.6%-39.1pp | 67.9%-30.4pp |
| Annual return | -15.63% | 3.52%-19.2pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,853 | $3,779-51.0% | $4,656-60.2% | $4,027-54.0% |
| Admin fee / account holder | $19,143 | $6,112+213.2% | $7,493+155.5% | $5,403+254.3% |