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 | $109,880 | $73,004+50.5% | $90,749+21.1% | $68,494+60.4% |
| Participation rate | 63.6% | 70.8%-7.2pp | 75.7%-12.1pp | 67.9%-4.3pp |
| Annual return | -12.92% | -13.81%+0.9pp | -12.16%-0.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $456 | $2,193-79.2% | $2,921-84.4% | $2,596-82.4% |
| Participant deferral / active EE | $2,346 | $3,627-35.3% | $4,564-48.6% | $4,027-41.8% |
| Admin fee / account holder | $10,305 | $5,896+74.8% | $8,445+22.0% | $5,403+90.7% |