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 | $76,831 | $48,265+59.2% | $68,791+11.7% | $68,494+12.2% |
| Participation rate | 34.5% | 60.7%-26.2pp | 69.0%-34.5pp | 67.9%-33.4pp |
| Annual return | -17.74% | -12.71%-5.0pp | -6.38%-11.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,905 | $2,867+1.3% | $3,941-26.3% | $4,027-27.9% |
| Admin fee / account holder | $14,028 | $4,355+222.1% | $4,932+184.4% | $5,403+159.7% |