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 | $99,068 | $64,707+53.1% | $112,228-11.7% | $68,494+44.6% |
| Participation rate | 61.5% | 67.2%-5.6pp | 75.1%-13.5pp | 67.9%-6.3pp |
| Annual return | -11.31% | -11.40%+0.1pp | 27.45%-38.8pp | -7.84%-3.5pp |
| Employer contribution / active EE | $350 | $2,746-87.2% | $3,635-90.4% | $2,596-86.5% |
| Participant deferral / active EE | $2,242 | $3,565-37.1% | $4,728-52.6% | $4,027-44.3% |
| Admin fee / account holder | $36,867 | $5,232+604.6% | $6,410+475.1% | $5,403+582.4% |