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 | $75,465 | $48,265+56.4% | $68,791+9.7% | $68,494+10.2% |
| Participation rate | 19.1% | 60.7%-41.5pp | 69.0%-49.9pp | 67.9%-48.7pp |
| Annual return | -18.05% | -12.71%-5.3pp | -6.38%-11.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $67 | $1,829-96.3% | $2,655-97.5% | $2,596-97.4% |
| Participant deferral / active EE | $1,008 | $2,867-64.8% | $3,941-74.4% | $4,027-75.0% |
| Admin fee / account holder | $2,438 | $4,355-44.0% | $4,932-50.6% | $5,403-54.9% |