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 | $78,745 | $91,538-14.0% | $129,995-39.4% | $75,163+4.8% |
| Participation rate | 67.2% | 71.4%-4.2pp | 78.5%-11.3pp | 67.2%0pp |
| Annual return | 18.21% | -631.11%+649.3pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $675 | $2,845-76.3% | $4,320-84.4% | $2,670-74.7% |
| Participant deferral / active EE | $2,082 | $4,341-52.0% | $5,820-64.2% | $4,125-49.5% |
| Admin fee / account holder | $3,219 | $6,790-52.6% | $10,614-69.7% | $5,651-43.0% |