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 | $113,990 | $69,010+65.2% | $159,960-28.7% | $68,494+66.4% |
| Participation rate | 67.3% | 65.4%+1.9pp | 78.0%-10.6pp | 67.9%-0.5pp |
| Annual return | -15.52% | -9.65%-5.9pp | 408.60%-424.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,369 | $4,212+27.5% | $6,182-13.2% | $4,027+33.3% |
| Admin fee / account holder | $2,980 | $4,798-37.9% | $8,698-65.7% | $5,403-44.8% |