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 | $79,687 | $110,094-27.6% | $151,611-47.4% | $68,494+16.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -17.37% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,259 | $4,471-71.8% | $6,166-79.6% | $2,596-51.5% |
| Participant deferral / active EE | $3,121 | $6,527-52.2% | $8,363-62.7% | $4,027-22.5% |
| Admin fee / account holder | $1,747 | $7,719-77.4% | $11,616-85.0% | $5,403-67.7% |