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 | $32,618 | $76,000-57.1% | $154,107-78.8% | $64,186-49.2% |
| Participation rate | 69.0% | 70.4%-1.5pp | 83.0%-14.1pp | 69.6%-0.6pp |
| Annual return | -7.11% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,461 | $3,175+40.5% | $5,081-12.2% | $3,470+28.6% |
| Admin fee / account holder | $3,924 | $5,596-29.9% | $13,411-70.7% | $4,888-19.7% |