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 | $121,825 | $64,707+88.3% | $112,228+8.6% | $68,494+77.9% |
| Participation rate | 48.6% | 67.2%-18.6pp | 75.1%-26.5pp | 67.9%-19.3pp |
| Annual return | -5.01% | -11.40%+6.4pp | 27.45%-32.5pp | -7.84%+2.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,508 | $3,565+82.5% | $4,728+37.6% | $4,027+61.6% |
| Admin fee / account holder | $22,784 | $5,232+335.5% | $6,410+255.4% | $5,403+321.7% |