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 | $82,976 | $57,354+44.7% | $83,848-1.0% | $64,186+29.3% |
| Participation rate | 67.2% | 68.6%-1.4pp | 76.1%-8.9pp | 69.6%-2.3pp |
| Annual return | -4.06% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $332 | $2,545-86.9% | $3,631-90.9% | $2,381-86.0% |
| Participant deferral / active EE | $2,383 | $2,993-20.4% | $4,082-41.6% | $3,470-31.3% |
| Admin fee / account holder | $4,866 | $4,046+20.3% | $5,478-11.2% | $4,888-0.4% |