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 | $131,364 | $133,958-1.9% | $112,228+17.1% | $134,475-2.3% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.7pp |
| Annual return | -18.91% | 47.11%-66.0pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $457 | $4,038-88.7% | $3,635-87.4% | $4,740-90.4% |
| Participant deferral / active EE | $2,674 | $5,291-49.5% | $4,728-43.4% | $6,400-58.2% |
| Admin fee / account holder | $4,200 | $7,489-43.9% | $6,410-34.5% | $11,426-63.2% |