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 | $88,640 | $129,942-31.8% | $104,294-15.0% | $134,475-34.1% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | -16.51% | 42.03%-58.5pp | 24.61%-41.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $191 | $4,184-95.4% | $3,372-94.3% | $4,740-96.0% |
| Participant deferral / active EE | $4,783 | $5,588-14.4% | $4,625+3.4% | $6,400-25.3% |
| Admin fee / account holder | $10,587 | $9,323+13.6% | $7,339+44.2% | $11,426-7.3% |