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 | $137,388 | $59,805+129.7% | $79,550+72.7% | $68,494+100.6% |
| Participation rate | 54.2% | 61.1%-6.9pp | 69.5%-15.3pp | 67.9%-13.7pp |
| Annual return | -16.02% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,578 | $3,024+18.3% | $3,985-10.2% | $4,027-11.2% |
| Admin fee / account holder | $12,446 | $4,835+157.4% | $6,832+82.2% | $5,403+130.4% |