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 | $97,389 | $84,527+15.2% | $67,711+43.8% | $125,391-22.3% |
| Participation rate | 60.0% | 74.8%-14.8pp | 67.5%-7.5pp | 83.2%-23.2pp |
| Annual return | -1.66% | 2.57%-4.2pp | 25.41%-27.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $126 | $3,292-96.2% | $2,559-95.1% | $4,866-97.4% |
| Participant deferral / active EE | $2,591 | $4,429-41.5% | $3,585-27.7% | $5,352-51.6% |
| Admin fee / account holder | $825 | $5,340-84.6% | $4,255-80.6% | $9,540-91.4% |