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 | $94,225 | $62,586+50.6% | $76,768+22.7% | $64,186+46.8% |
| Participation rate | 60.3% | 72.8%-12.6pp | 77.0%-16.7pp | 69.6%-9.3pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,258 | $3,145+99.0% | $3,852+62.5% | $3,470+80.4% |
| Admin fee / account holder | $2,186 | $4,667-53.2% | $6,675-67.2% | $4,888-55.3% |