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 | $108,590 | $82,664+31.4% | $125,339-13.4% | $68,494+58.5% |
| Participation rate | 57.7% | 75.0%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -9.24% | -5.97%-3.3pp | 572.05%-581.3pp | -7.84%-1.4pp |
| Employer contribution / active EE | $590 | $3,381-82.5% | $4,814-87.7% | $2,596-77.3% |
| Participant deferral / active EE | $4,498 | $6,110-26.4% | $7,446-39.6% | $4,027+11.7% |
| Admin fee / account holder | $4,543 | $6,275-27.6% | $10,010-54.6% | $5,403-15.9% |