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 5-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 | $27,973 | $69,010-59.5% | $159,960-82.5% | $68,494-59.2% |
| Participation rate | 44.4% | 65.4%-21.0pp | 78.0%-33.5pp | 67.9%-23.4pp |
| Annual return | 14.95% | -9.65%+24.6pp | 408.60%-393.7pp | -7.84%+22.8pp |
| Employer contribution / active EE | $370 | $2,213-83.3% | $4,226-91.2% | $2,596-85.8% |
| Participant deferral / active EE | $1,808 | $4,212-57.1% | $6,182-70.7% | $4,027-55.1% |
| Admin fee / account holder | $9,566 | $4,798+99.4% | $8,698+10.0% | $5,403+77.1% |