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 | $58,874 | $57,354+2.7% | $83,848-29.8% | $64,186-8.3% |
| Participation rate | 69.8% | 68.6%+1.2pp | 76.1%-6.4pp | 69.6%+0.2pp |
| Annual return | -4.62% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $294 | $2,545-88.4% | $3,631-91.9% | $2,381-87.6% |
| Participant deferral / active EE | $2,684 | $2,993-10.3% | $4,082-34.2% | $3,470-22.6% |
| Admin fee / account holder | $4,368 | $4,046+8.0% | $5,478-20.3% | $4,888-10.6% |