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 | $124,433 | $73,004+70.4% | $90,749+37.1% | $68,494+81.7% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.5pp | 67.9%-10.7pp |
| Annual return | -14.84% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $380 | $2,193-82.7% | $2,921-87.0% | $2,596-85.4% |
| Participant deferral / active EE | $2,419 | $3,627-33.3% | $4,564-47.0% | $4,027-39.9% |
| Admin fee / account holder | $2,134 | $5,896-63.8% | $8,445-74.7% | $5,403-60.5% |