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 | $110,626 | $61,660+79.4% | $80,019+38.2% | $64,186+72.4% |
| Participation rate | 67.9% | 71.7%-3.8pp | 75.8%-8.0pp | 69.6%-1.7pp |
| Annual return | -6.03% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $89 | $1,810-95.1% | $2,468-96.4% | $2,381-96.3% |
| Participant deferral / active EE | $1,792 | $2,968-39.6% | $3,686-51.4% | $3,470-48.4% |
| Admin fee / account holder | $7,269 | $5,417+34.2% | $6,521+11.5% | $4,888+48.7% |