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 | $119,192 | $73,004+63.3% | $90,749+31.3% | $68,494+74.0% |
| Participation rate | 69.1% | 70.8%-1.7pp | 75.7%-6.6pp | 67.9%+1.2pp |
| Annual return | -17.49% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $407 | $2,193-81.4% | $2,921-86.1% | $2,596-84.3% |
| Participant deferral / active EE | $1,881 | $3,627-48.1% | $4,564-58.8% | $4,027-53.3% |
| Admin fee / account holder | $2,693 | $5,896-54.3% | $8,445-68.1% | $5,403-50.2% |