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 | $222,696 | $167,307+33.1% | $143,757+54.9% | $134,475+65.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -9.95% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $821 | $5,619-85.4% | $4,951-83.4% | $4,740-82.7% |
| Participant deferral / active EE | $4,281 | $6,446-33.6% | $5,637-24.1% | $6,400-33.1% |
| Admin fee / account holder | $1,930 | $18,088-89.3% | $14,673-86.8% | $11,426-83.1% |