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 | $79,272 | $72,404+9.5% | $110,238-28.1% | $64,186+23.5% |
| Participation rate | 48.0% | 73.3%-25.3pp | 79.8%-31.8pp | 69.6%-21.6pp |
| Annual return | -5.04% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $77 | $2,282-96.6% | $3,826-98.0% | $2,381-96.8% |
| Participant deferral / active EE | $1,980 | $3,469-42.9% | $4,672-57.6% | $3,470-42.9% |
| Admin fee / account holder | $4,389 | $5,664-22.5% | $8,547-48.6% | $4,888-10.2% |