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 | $156,576 | $81,900+91.2% | $119,609+30.9% | $68,494+128.6% |
| Participation rate | 59.1% | 71.9%-12.8pp | 79.3%-20.2pp | 67.9%-8.8pp |
| Annual return | -16.41% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $471 | $2,693-82.5% | $4,232-88.9% | $2,596-81.9% |
| Participant deferral / active EE | $3,512 | $4,148-15.3% | $5,602-37.3% | $4,027-12.8% |
| Admin fee / account holder | $2,604 | $6,582-60.4% | $10,323-74.8% | $5,403-51.8% |