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 | $183,092 | $90,519+102.3% | $93,789+95.2% | $134,475+36.2% |
| Participation rate | 54.5% | 82.0%-27.4pp | 81.0%-26.4pp | 81.2%-26.7pp |
| Annual return | -15.30% | -15.72%+0.4pp | -11.33%-4.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,719 | $5,978-54.5% | $6,094-55.4% | $6,400-57.5% |
| Admin fee / account holder | $6,029 | $9,252-34.8% | $7,195-16.2% | $11,426-47.2% |