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 | $89,739 | $73,004+22.9% | $90,749-1.1% | $68,494+31.0% |
| Participation rate | 61.8% | 70.8%-9.1pp | 75.7%-13.9pp | 67.9%-6.1pp |
| Annual return | -13.27% | -13.81%+0.5pp | -12.16%-1.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $452 | $2,193-79.4% | $2,921-84.5% | $2,596-82.6% |
| Participant deferral / active EE | $4,518 | $3,627+24.6% | $4,564-1.0% | $4,027+12.2% |
| Admin fee / account holder | $6,953 | $5,896+17.9% | $8,445-17.7% | $5,403+28.7% |