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 | $79,315 | $78,694+0.8% | $67,652+17.2% | $125,391-36.7% |
| Participation rate | 61.1% | 78.8%-17.7pp | 75.7%-14.6pp | 83.2%-22.1pp |
| Annual return | -1.57% | 9.46%-11.0pp | 6625.04%-6626.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $232 | $3,044-92.4% | $2,266-89.8% | $4,866-95.2% |
| Participant deferral / active EE | $5,066 | $4,292+18.0% | $3,560+42.3% | $5,352-5.3% |
| Admin fee / account holder | $682 | $7,403-90.8% | $4,821-85.9% | $9,540-92.9% |