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 | $81,874 | $62,586+30.8% | $76,768+6.7% | $64,186+27.6% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -4.22% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $221 | $1,832-87.9% | $2,485-91.1% | $2,381-90.7% |
| Participant deferral / active EE | $4,359 | $3,145+38.6% | $3,852+13.2% | $3,470+25.6% |
| Admin fee / account holder | $6,075 | $4,667+30.2% | $6,675-9.0% | $4,888+24.3% |