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 | $80,190 | $69,010+16.2% | $159,960-49.9% | $68,494+17.1% |
| Participation rate | 41.7% | 65.4%-23.7pp | 78.0%-36.3pp | 67.9%-26.2pp |
| Annual return | -16.82% | -9.65%-7.2pp | 408.60%-425.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $314 | $2,213-85.8% | $4,226-92.6% | $2,596-87.9% |
| Participant deferral / active EE | $1,649 | $4,212-60.9% | $6,182-73.3% | $4,027-59.1% |
| Admin fee / account holder | $9,850 | $4,798+105.3% | $8,698+13.2% | $5,403+82.3% |