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 | $64,865 | $61,660+5.2% | $80,019-18.9% | $64,186+1.1% |
| Participation rate | 52.5% | 71.7%-19.2pp | 75.8%-23.3pp | 69.6%-17.1pp |
| Annual return | -5.37% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $337 | $1,810-81.4% | $2,468-86.3% | $2,381-85.8% |
| Participant deferral / active EE | $1,560 | $2,968-47.4% | $3,686-57.7% | $3,470-55.0% |
| Admin fee / account holder | $4,889 | $5,417-9.8% | $6,521-25.0% | $4,8880% |