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 | $86,823 | $57,354+51.4% | $83,848+3.5% | $64,186+35.3% |
| Participation rate | 36.7% | 68.6%-31.9pp | 76.1%-39.5pp | 69.6%-32.9pp |
| Annual return | -4.33% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $101 | $2,545-96.0% | $3,631-97.2% | $2,381-95.8% |
| Participant deferral / active EE | $1,683 | $2,993-43.8% | $4,082-58.8% | $3,470-51.5% |
| Admin fee / account holder | $1,987 | $4,046-50.9% | $5,478-63.7% | $4,888-59.4% |