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 | $70,727 | $61,660+14.7% | $80,019-11.6% | $64,186+10.2% |
| Participation rate | 38.9% | 71.7%-32.7pp | 75.8%-36.9pp | 69.6%-30.6pp |
| Annual return | -6.52% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $10 | $1,810-99.4% | $2,468-99.6% | $2,381-99.6% |
| Participant deferral / active EE | $2,030 | $2,968-31.6% | $3,686-44.9% | $3,470-41.5% |
| Admin fee / account holder | $3,445 | $5,417-36.4% | $6,521-47.2% | $4,888-29.5% |