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 | $74,560 | $52,836+41.1% | $105,738-29.5% | $64,186+16.2% |
| Participation rate | 47.0% | 66.5%-19.6pp | 76.3%-29.3pp | 69.6%-22.6pp |
| Annual return | -6.29% | 14.30%-20.6pp | 6.27%-12.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $325 | $1,827-82.2% | $3,268-90.1% | $2,381-86.3% |
| Participant deferral / active EE | $1,649 | $2,545-35.2% | $4,080-59.6% | $3,470-52.5% |
| Admin fee / account holder | $8,331 | $3,959+110.5% | $6,913+20.5% | $4,888+70.4% |