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 | $131,324 | $107,791+21.8% | $90,645+44.9% | $135,375-3.0% |
| Participation rate | 59.1% | 78.0%-18.9pp | 74.0%-14.9pp | 82.6%-23.5pp |
| Annual return | -1.32% | -0.90%-0.4pp | 1.88%-3.2pp | 519.73%-521.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,342 | $3,872-13.7% | $3,425-2.4% | $5,609-40.4% |
| Admin fee / account holder | $59,248 | $5,930+899.1% | $4,994+1086.4% | $10,827+447.2% |