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 | $141,757 | $71,883+97.2% | $86,677+63.5% | $68,494+107.0% |
| Participation rate | 55.1% | 72.2%-17.2pp | 76.6%-21.5pp | 67.9%-12.8pp |
| Annual return | -15.42% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,367 | $3,779+121.4% | $4,656+79.7% | $4,027+107.8% |
| Admin fee / account holder | $1,150 | $6,112-81.2% | $7,493-84.6% | $5,403-78.7% |