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 | $124,592 | $81,900+52.1% | $119,609+4.2% | $68,494+81.9% |
| Participation rate | 68.8% | 71.9%-3.1pp | 79.3%-10.5pp | 67.9%+0.9pp |
| Annual return | -16.64% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,943 | $4,148+43.3% | $5,602+6.1% | $4,027+47.6% |
| Admin fee / account holder | $42,883 | $6,582+551.6% | $10,323+315.4% | $5,403+693.7% |