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 | $75,614 | $53,596+41.1% | $90,645-16.6% | $64,186+17.8% |
| Participation rate | 44.4% | 64.5%-20.1pp | 74.0%-29.6pp | 69.6%-25.1pp |
| Annual return | -6.02% | 4.41%-10.4pp | 1.88%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,113 | $2,459-14.1% | $3,425-38.3% | $3,470-39.1% |
| Admin fee / account holder | $1,411 | $3,868-63.5% | $4,994-71.8% | $4,888-71.1% |