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 | $115,055 | $57,354+100.6% | $83,848+37.2% | $64,186+79.3% |
| Participation rate | 41.7% | 68.6%-26.9pp | 76.1%-34.5pp | 69.6%-27.9pp |
| Annual return | -2.92% | 11.38%-14.3pp | 850.88%-853.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $383 | $2,545-85.0% | $3,631-89.5% | $2,381-83.9% |
| Participant deferral / active EE | $2,115 | $2,993-29.3% | $4,082-48.2% | $3,470-39.0% |
| Admin fee / account holder | $8,354 | $4,046+106.5% | $5,478+52.5% | $4,888+70.9% |