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 4-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 | $83,884 | $59,805+40.3% | $79,550+5.4% | $68,494+22.5% |
| Participation rate | 59.4% | 61.1%-1.6pp | 69.5%-10.1pp | 67.9%-8.5pp |
| Annual return | -8.05% | -12.30%+4.3pp | 0.16%-8.2pp | -7.84%-0.2pp |
| Employer contribution / active EE | $215 | $1,505-85.7% | $2,413-91.1% | $2,596-91.7% |
| Participant deferral / active EE | $2,176 | $3,024-28.0% | $3,985-45.4% | $4,027-46.0% |
| Admin fee / account holder | $13,362 | $4,835+176.4% | $6,832+95.6% | $5,403+147.3% |