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 7-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 | $17,449 | $106,543-83.6% | $91,220-80.9% | $134,475-87.0% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -18.10% | 160.60%-178.7pp | 114.01%-132.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $284 | $3,331-91.5% | $2,850-90.0% | $4,740-94.0% |
| Participant deferral / active EE | $1,941 | $4,719-58.9% | $4,234-54.2% | $6,400-69.7% |
| Admin fee / account holder | $532 | $6,231-91.5% | $5,420-90.2% | $11,426-95.3% |