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 | $52,984 | $82,664-35.9% | $125,339-57.7% | $68,494-22.6% |
| Participation rate | 60.8% | 75.0%-14.2pp | 82.4%-21.6pp | 67.9%-7.1pp |
| Annual return | -12.28% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $533 | $3,381-84.2% | $4,814-88.9% | $2,596-79.5% |
| Participant deferral / active EE | $5,917 | $6,110-3.2% | $7,446-20.5% | $4,027+46.9% |
| Admin fee / account holder | $3,268 | $6,275-47.9% | $10,010-67.4% | $5,403-39.5% |