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 | $93,460 | $46,674+100.2% | $117,472-20.4% | $68,494+36.4% |
| Participation rate | 14.0% | 56.8%-42.8pp | 70.6%-56.6pp | 67.9%-53.9pp |
| Annual return | -11.07% | -14.52%+3.4pp | 29.74%-40.8pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,570 | $2,636-40.4% | $4,070-61.4% | $4,027-61.0% |
| Admin fee / account holder | $7,160 | $4,020+78.1% | $5,645+26.8% | $5,403+32.5% |