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 | $97,304 | $64,707+50.4% | $112,228-13.3% | $68,494+42.1% |
| Participation rate | 65.5% | 67.2%-1.6pp | 75.1%-9.5pp | 67.9%-2.4pp |
| Annual return | -15.27% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $179 | $2,746-93.5% | $3,635-95.1% | $2,596-93.1% |
| Participant deferral / active EE | $3,582 | $3,565+0.5% | $4,728-24.2% | $4,027-11.0% |
| Admin fee / account holder | $523 | $5,232-90.0% | $6,410-91.8% | $5,403-90.3% |