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 | $123,342 | $93,024+32.6% | $77,024+60.1% | $134,475-8.3% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -15.68% | 62.60%-78.3pp | 42.32%-58.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $229 | $3,418-93.3% | $2,812-91.9% | $4,740-95.2% |
| Participant deferral / active EE | $2,125 | $5,238-59.4% | $4,426-52.0% | $6,400-66.8% |
| Admin fee / account holder | $1,544 | $6,944-77.8% | $5,425-71.5% | $11,426-86.5% |