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 | $132,417 | $71,883+84.2% | $86,677+52.8% | $68,494+93.3% |
| Participation rate | 45.5% | 72.2%-26.8pp | 76.6%-31.1pp | 67.9%-22.4pp |
| Annual return | -15.48% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,969 | $3,779-47.9% | $4,656-57.7% | $4,027-51.1% |
| Admin fee / account holder | $3,750 | $6,112-38.6% | $7,493-50.0% | $5,403-30.6% |