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 | $181,867 | $59,805+204.1% | $79,550+128.6% | $68,494+165.5% |
| Participation rate | 37.8% | 61.1%-23.2pp | 69.5%-31.6pp | 67.9%-30.1pp |
| Annual return | -16.96% | -12.30%-4.7pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,029 | $3,024+33.2% | $3,985+1.1% | $4,0270% |
| Admin fee / account holder | $13,477 | $4,835+178.7% | $6,832+97.2% | $5,403+149.4% |