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 | $115,263 | $81,900+40.7% | $119,609-3.6% | $68,494+68.3% |
| Participation rate | 51.0% | 71.9%-20.9pp | 79.3%-28.2pp | 67.9%-16.8pp |
| Annual return | -12.66% | -23.82%+11.2pp | -14.97%+2.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $612 | $2,693-77.3% | $4,232-85.5% | $2,596-76.4% |
| Participant deferral / active EE | $2,534 | $4,148-38.9% | $5,602-54.8% | $4,027-37.1% |
| Admin fee / account holder | $6,223 | $6,582-5.4% | $10,323-39.7% | $5,403+15.2% |