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 | $110,162 | $48,265+128.2% | $68,791+60.1% | $68,494+60.8% |
| Participation rate | 31.7% | 60.7%-29.0pp | 69.0%-37.3pp | 67.9%-36.2pp |
| Annual return | -18.49% | -12.71%-5.8pp | -6.38%-12.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $127 | $1,829-93.0% | $2,655-95.2% | $2,596-95.1% |
| Participant deferral / active EE | $1,274 | $2,867-55.5% | $3,941-67.7% | $4,027-68.4% |
| Admin fee / account holder | $568 | $4,355-86.9% | $4,932-88.5% | $5,403-89.5% |