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 | $106,206 | $71,883+47.7% | $86,677+22.5% | $68,494+55.1% |
| Participation rate | 66.2% | 72.2%-6.1pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -13.22% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $398 | $2,173-81.7% | $2,836-86.0% | $2,596-84.7% |
| Participant deferral / active EE | $3,546 | $3,779-6.2% | $4,656-23.8% | $4,027-12.0% |
| Admin fee / account holder | $18,936 | $6,112+209.8% | $7,493+152.7% | $5,403+250.5% |