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 | $87,786 | $64,707+35.7% | $112,228-21.8% | $68,494+28.2% |
| Participation rate | 37.1% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.8pp |
| Annual return | -19.41% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,337 | $3,565-34.4% | $4,728-50.6% | $4,027-42.0% |
| Admin fee / account holder | $25,711 | $5,232+391.4% | $6,410+301.1% | $5,403+375.9% |