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 | $118,927 | $56,357+111.0% | $104,294+14.0% | $68,494+73.6% |
| Participation rate | 40.3% | 63.3%-23.0pp | 73.3%-33.0pp | 67.9%-27.6pp |
| Annual return | -14.52% | -9.19%-5.3pp | 24.61%-39.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $447 | $1,960-77.2% | $3,372-86.7% | $2,596-82.8% |
| Participant deferral / active EE | $2,671 | $3,077-13.2% | $4,625-42.2% | $4,027-33.7% |
| Admin fee / account holder | $5,108 | $4,903+4.2% | $7,339-30.4% | $5,403-5.5% |