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 | $72,798 | $129,942-44.0% | $104,294-30.2% | $134,475-45.9% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | -6.26% | 42.03%-48.3pp | 24.61%-30.9pp | 417.96%-424.2pp |
| Employer contribution / active EE | $514 | $4,184-87.7% | $3,372-84.7% | $4,740-89.2% |
| Participant deferral / active EE | $2,813 | $5,588-49.7% | $4,625-39.2% | $6,400-56.0% |
| Admin fee / account holder | $19,032 | $9,323+104.1% | $7,339+159.3% | $11,426+66.6% |