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 | $64,240 | $62,586+2.6% | $76,768-16.3% | $64,186+0.1% |
| Participation rate | 63.4% | 72.8%-9.4pp | 77.0%-13.5pp | 69.6%-6.2pp |
| Annual return | -4.80% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $276 | $1,832-84.9% | $2,485-88.9% | $2,381-88.4% |
| Participant deferral / active EE | $1,994 | $3,145-36.6% | $3,852-48.2% | $3,470-42.5% |
| Admin fee / account holder | $20,687 | $4,667+343.3% | $6,675+209.9% | $4,888+323.2% |