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 | $179,125 | $56,484+217.1% | $169,463+5.7% | $64,186+179.1% |
| Participation rate | 55.9% | 64.5%-8.7pp | 77.8%-21.9pp | 69.6%-13.7pp |
| Annual return | -3.41% | -1.55%-1.9pp | 1.83%-5.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $275 | $1,832-85.0% | $4,159-93.4% | $2,381-88.5% |
| Participant deferral / active EE | $2,164 | $3,448-37.2% | $5,277-59.0% | $3,470-37.6% |
| Admin fee / account holder | $17,495 | $4,174+319.1% | $9,109+92.1% | $4,888+257.9% |