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 | $77,947 | $64,707+20.5% | $112,228-30.5% | $68,494+13.8% |
| Participation rate | 67.9% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%0pp |
| Annual return | -15.22% | -11.40%-3.8pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $505 | $2,746-81.6% | $3,635-86.1% | $2,596-80.5% |
| Participant deferral / active EE | $2,391 | $3,565-32.9% | $4,728-49.4% | $4,027-40.6% |
| Admin fee / account holder | $5,136 | $5,232-1.8% | $6,410-19.9% | $5,403-4.9% |