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 | $87,145 | $73,004+19.4% | $90,749-4.0% | $68,494+27.2% |
| Participation rate | 51.3% | 70.8%-19.5pp | 75.7%-24.4pp | 67.9%-16.6pp |
| Annual return | -14.61% | -13.81%-0.8pp | -12.16%-2.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $307 | $2,193-86.0% | $2,921-89.5% | $2,596-88.2% |
| Participant deferral / active EE | $1,894 | $3,627-47.8% | $4,564-58.5% | $4,027-53.0% |
| Admin fee / account holder | $1,215 | $5,896-79.4% | $8,445-85.6% | $5,403-77.5% |