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 | $87,535 | $167,484-47.7% | $151,611-42.3% | $134,475-34.9% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -15.59% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,364 | $6,829-80.0% | $6,166-77.9% | $4,740-71.2% |
| Participant deferral / active EE | $4,572 | $8,986-49.1% | $8,363-45.3% | $6,400-28.6% |
| Admin fee / account holder | $16,965 | $13,783+23.1% | $11,616+46.0% | $11,426+48.5% |