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 | $96,408 | $43,723+120.5% | $121,196-20.5% | $64,186+50.2% |
| Participation rate | 58.7% | 58.3%+0.4pp | 71.7%-13.1pp | 69.6%-10.9pp |
| Annual return | -4.07% | 68.91%-73.0pp | 16.93%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,423 | $2,280-37.6% | $3,344-57.4% | $3,470-59.0% |
| Admin fee / account holder | $9,667 | $3,501+176.1% | $5,019+92.6% | $4,888+97.8% |