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 | $102,909 | $110,094-6.5% | $151,611-32.1% | $68,494+50.2% |
| Participation rate | 62.1% | 84.0%-21.9pp | 87.5%-25.4pp | 67.9%-5.8pp |
| Annual return | -15.88% | -10.12%-5.8pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $789 | $4,471-82.3% | $6,166-87.2% | $2,596-69.6% |
| Participant deferral / active EE | $5,266 | $6,527-19.3% | $8,363-37.0% | $4,027+30.8% |
| Admin fee / account holder | $12,417 | $7,719+60.9% | $11,616+6.9% | $5,403+129.8% |