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 | $100,697 | $100,754-0.1% | $86,677+16.2% | $134,475-25.1% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -11.96% | 29.04%-41.0pp | 35.91%-47.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $540 | $3,489-84.5% | $2,836-81.0% | $4,740-88.6% |
| Participant deferral / active EE | $7,527 | $5,338+41.0% | $4,656+61.7% | $6,400+17.6% |
| Admin fee / account holder | $7,714 | $10,926-29.4% | $7,493+2.9% | $11,426-32.5% |