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 | $90,451 | $64,707+39.8% | $112,228-19.4% | $68,494+32.1% |
| Participation rate | 32.6% | 67.2%-34.5pp | 75.1%-42.5pp | 67.9%-35.3pp |
| Annual return | -16.72% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,431 | $3,565-31.8% | $4,728-48.6% | $4,027-39.6% |
| Admin fee / account holder | $28,567 | $5,232+446.0% | $6,410+345.7% | $5,403+428.8% |