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 | $118,687 | $81,900+44.9% | $119,609-0.8% | $68,494+73.3% |
| Participation rate | 45.2% | 71.9%-26.7pp | 79.3%-34.1pp | 67.9%-22.7pp |
| Annual return | -12.93% | -23.82%+10.9pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,648 | $4,148-36.2% | $5,602-52.7% | $4,027-34.3% |
| Admin fee / account holder | $14,934 | $6,582+126.9% | $10,323+44.7% | $5,403+176.4% |