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 | $102,229 | $45,863+122.9% | $77,024+32.7% | $68,494+49.3% |
| Participation rate | 60.0% | 55.9%+4.1pp | 67.9%-7.9pp | 67.9%-7.9pp |
| Annual return | -15.85% | 1.72%-17.6pp | 42.32%-58.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,951 | $2,962+168.4% | $4,426+79.6% | $4,027+97.4% |
| Admin fee / account holder | $28,840 | $3,041+848.5% | $5,425+431.6% | $5,403+433.8% |