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 | $71,828 | $71,883-0.1% | $86,677-17.1% | $68,494+4.9% |
| Participation rate | 47.1% | 72.2%-25.2pp | 76.6%-29.5pp | 67.9%-20.8pp |
| Annual return | -17.29% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $262 | $2,173-88.0% | $2,836-90.8% | $2,596-89.9% |
| Participant deferral / active EE | $2,512 | $3,779-33.5% | $4,656-46.0% | $4,027-37.6% |
| Admin fee / account holder | $1,609 | $6,112-73.7% | $7,493-78.5% | $5,403-70.2% |