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 | $105,729 | $73,004+44.8% | $90,749+16.5% | $68,494+54.4% |
| Participation rate | 46.2% | 70.8%-24.7pp | 75.7%-29.5pp | 67.9%-21.7pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,745 | $3,627-51.9% | $4,564-61.8% | $4,027-56.7% |
| Admin fee / account holder | $2,113 | $5,896-64.2% | $8,445-75.0% | $5,403-60.9% |