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 | $95,278 | $64,707+47.2% | $112,228-15.1% | $68,494+39.1% |
| Participation rate | 54.1% | 67.2%-13.1pp | 75.1%-21.0pp | 67.9%-13.8pp |
| Annual return | -9.38% | -11.40%+2.0pp | 27.45%-36.8pp | -7.84%-1.5pp |
| Employer contribution / active EE | $497 | $2,746-81.9% | $3,635-86.3% | $2,596-80.9% |
| Participant deferral / active EE | $3,382 | $3,565-5.1% | $4,728-28.5% | $4,027-16.0% |
| Admin fee / account holder | $25,931 | $5,232+395.6% | $6,410+304.5% | $5,403+380.0% |