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 | $147,130 | $95,862+53.5% | $79,550+85.0% | $134,475+9.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -20.56% | -2.69%-17.9pp | 0.16%-20.7pp | 417.96%-438.5pp |
| Employer contribution / active EE | $415 | $3,128-86.7% | $2,413-82.8% | $4,740-91.3% |
| Participant deferral / active EE | $4,824 | $4,693+2.8% | $3,985+21.0% | $6,400-24.6% |
| Admin fee / account holder | $13,731 | $9,126+50.5% | $6,832+101.0% | $11,426+20.2% |