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 | $95,947 | $67,411+42.3% | $91,001+5.4% | $70,131+36.8% |
| Participation rate | 45.5% | 71.4%-25.9pp | 75.6%-30.1pp | 69.5%-24.1pp |
| Annual return | 16.28% | -40.16%+56.4pp | 4.60%+11.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,109 | $2,823-25.3% | $3,547-40.5% | $3,332-36.7% |
| Admin fee / account holder | $13,565 | $4,236+220.2% | $5,417+150.4% | $4,645+192.0% |