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 | $81,658 | $30,732+165.7% | $59,496+37.2% | $59,632+36.9% |
| Participation rate | 35.7% | 43.2%-7.5pp | 54.6%-18.8pp | 68.7%-33.0pp |
| Annual return | -2.99% | 4.47%-7.5pp | 182.05%-185.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $382 | $1,183-67.7% | $1,829-79.1% | $3,192-88.0% |
| Admin fee / account holder | $2,525 | $2,136+18.2% | $2,232+13.1% | $4,297-41.2% |