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 | $100,296 | $72,607+38.1% | $90,749+10.5% | $66,914+49.9% |
| Participation rate | 37.9% | 73.7%-35.8pp | 75.7%-37.8pp | 69.8%-31.9pp |
| Annual return | -14.26% | -12.28%-2.0pp | -12.16%-2.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,767 | $3,977-30.4% | $4,564-39.4% | $4,237-34.7% |
| Admin fee / account holder | $631 | $707-10.8% | $8,445-92.5% | $593+6.3% |