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 | $127,952 | $59,805+113.9% | $79,550+60.8% | $68,494+86.8% |
| Participation rate | 38.3% | 61.1%-22.8pp | 69.5%-31.2pp | 67.9%-29.6pp |
| Annual return | -15.26% | -12.30%-3.0pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,861 | $3,024+60.7% | $3,985+22.0% | $4,027+20.7% |
| Admin fee / account holder | $13,496 | $4,835+179.1% | $6,832+97.5% | $5,403+149.8% |