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 | $68,203 | $76,401-10.7% | $106,387-35.9% | $64,186+6.3% |
| Participation rate | 65.3% | 73.5%-8.2pp | 77.5%-12.1pp | 69.6%-4.3pp |
| Annual return | -7.63% | -2.19%-5.4pp | 0.25%-7.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,597 | $4,274+77.8% | $5,421+40.1% | $3,470+119.0% |
| Admin fee / account holder | $13,417 | $4,610+191.0% | $7,510+78.7% | $4,888+174.5% |