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 | $55,290 | $100,754-45.1% | $86,677-36.2% | $134,475-58.9% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -15.69% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $545 | $3,489-84.4% | $2,836-80.8% | $4,740-88.5% |
| Participant deferral / active EE | $2,685 | $5,338-49.7% | $4,656-42.3% | $6,400-58.0% |
| Admin fee / account holder | $24,518 | $10,926+124.4% | $7,493+227.2% | $11,426+114.6% |