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 | $93,630 | $54,229+72.7% | $70,092+33.6% | $68,494+36.7% |
| Participation rate | 29.4% | 64.5%-35.1pp | 70.5%-41.1pp | 67.9%-38.5pp |
| Annual return | -11.90% | -13.87%+2.0pp | 190.73%-202.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,140 | $2,956-61.4% | $3,849-70.4% | $4,027-71.7% |
| Admin fee / account holder | $15,738 | $4,694+235.3% | $6,267+151.1% | $5,403+191.3% |