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 | $73,520 | $64,707+13.6% | $112,228-34.5% | $68,494+7.3% |
| Participation rate | 63.2% | 67.2%-3.9pp | 75.1%-11.8pp | 67.9%-4.7pp |
| Annual return | -13.92% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $427 | $2,746-84.4% | $3,635-88.2% | $2,596-83.5% |
| Participant deferral / active EE | $4,146 | $3,565+16.3% | $4,728-12.3% | $4,027+3.0% |
| Admin fee / account holder | $4,530 | $5,232-13.4% | $6,410-29.3% | $5,403-16.2% |