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 | $88,022 | $71,883+22.5% | $86,677+1.6% | $68,494+28.5% |
| Participation rate | 43.8% | 72.2%-28.4pp | 76.6%-32.7pp | 67.9%-24.1pp |
| Annual return | -17.25% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,094 | $3,779-18.1% | $4,656-33.5% | $4,027-23.2% |
| Admin fee / account holder | $1,338 | $6,112-78.1% | $7,493-82.1% | $5,403-75.2% |