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 | $97,342 | $167,484-41.9% | $151,611-35.8% | $134,475-27.6% |
| Participation rate | 41.2% | 88.4%-47.2pp | 87.5%-46.3pp | 81.2%-40.0pp |
| Annual return | -8.43% | 7.80%-16.2pp | 3.33%-11.8pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,061 | $6,829-84.5% | $6,166-82.8% | $4,740-77.6% |
| Participant deferral / active EE | $5,649 | $8,986-37.1% | $8,363-32.5% | $6,400-11.7% |
| Admin fee / account holder | $24,022 | $13,783+74.3% | $11,616+106.8% | $11,426+110.2% |