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 | $128,893 | $53,162+142.5% | $91,220+41.3% | $68,494+88.2% |
| Participation rate | 35.4% | 63.2%-27.8pp | 73.2%-37.8pp | 67.9%-32.5pp |
| Annual return | -16.82% | -3.14%-13.7pp | 114.01%-130.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $334 | $1,709-80.5% | $2,850-88.3% | $2,596-87.1% |
| Participant deferral / active EE | $1,632 | $2,974-45.1% | $4,234-61.5% | $4,027-59.5% |
| Admin fee / account holder | $2,677 | $4,493-40.4% | $5,420-50.6% | $5,403-50.5% |