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 | $94,634 | $49,280+92.0% | $67,313+40.6% | $64,186+47.4% |
| Participation rate | 47.8% | 60.8%-13.0pp | 69.1%-21.3pp | 69.6%-21.7pp |
| Annual return | -4.86% | -1.39%-3.5pp | -4.08%-0.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $104 | $1,668-93.8% | $2,566-96.0% | $2,381-95.6% |
| Participant deferral / active EE | $1,336 | $2,484-46.2% | $3,568-62.6% | $3,470-61.5% |
| Admin fee / account holder | $10,659 | $3,863+175.9% | $4,507+136.5% | $4,888+118.1% |