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 | $82,271 | $49,280+66.9% | $67,313+22.2% | $64,186+28.2% |
| Participation rate | 54.5% | 60.8%-6.2pp | 69.1%-14.5pp | 69.6%-15.0pp |
| Annual return | -6.67% | -1.39%-5.3pp | -4.08%-2.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,762 | $2,484+11.2% | $3,568-22.6% | $3,470-20.4% |
| Admin fee / account holder | $4,323 | $3,863+11.9% | $4,507-4.1% | $4,888-11.6% |