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 | $131,815 | $131,8290% | $108,579+21.4% | $273,961-51.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 4.40% | -91.57%+96.0pp | -51.70%+56.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $489 | $4,912-90.0% | $3,758-87.0% | $4,869-89.9% |
| Participant deferral / active EE | $5,079 | $5,127-0.9% | $4,311+17.8% | $5,287-3.9% |
| Admin fee / account holder | $1,379 | $10,252-86.5% | $7,645-82.0% | $10,132-86.4% |