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 | $113,312 | $100,754+12.5% | $86,677+30.7% | $134,475-15.7% |
| Participation rate | 65.2% | 78.9%-13.7pp | 76.6%-11.4pp | 81.2%-16.0pp |
| Annual return | -14.26% | 29.04%-43.3pp | 35.91%-50.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $378 | $3,489-89.2% | $2,836-86.7% | $4,740-92.0% |
| Participant deferral / active EE | $2,397 | $5,338-55.1% | $4,656-48.5% | $6,400-62.5% |
| Admin fee / account holder | $25,647 | $10,926+134.7% | $7,493+242.3% | $11,426+124.5% |