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 | $65,162 | $65,703-0.8% | $94,224-30.8% | $59,632+9.3% |
| Participation rate | 66.2% | 72.1%-5.9pp | 78.8%-12.6pp | 68.7%-2.5pp |
| Annual return | -2.10% | 5.22%-7.3pp | 10.68%-12.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $239 | $2,021-88.2% | $3,587-93.3% | $2,203-89.1% |
| Participant deferral / active EE | $3,672 | $3,143+16.9% | $4,320-15.0% | $3,192+15.1% |
| Admin fee / account holder | $2,172 | $4,264-49.1% | $6,269-65.4% | $4,297-49.5% |