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 | $90,366 | $71,883+25.7% | $86,677+4.3% | $68,494+31.9% |
| Participation rate | 60.2% | 72.2%-12.0pp | 76.6%-16.3pp | 67.9%-7.6pp |
| Annual return | -18.16% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $54 | $2,173-97.5% | $2,836-98.1% | $2,596-97.9% |
| Participant deferral / active EE | $3,062 | $3,779-19.0% | $4,656-34.2% | $4,027-24.0% |
| Admin fee / account holder | $4,782 | $6,112-21.8% | $7,493-36.2% | $5,403-11.5% |