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 | $64,362 | $73,867-12.9% | $143,757-55.2% | $68,494-6.0% |
| Participation rate | 18.5% | 66.7%-48.1pp | 80.3%-61.8pp | 67.9%-49.4pp |
| Annual return | -14.17% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,292 | $3,384-32.3% | $5,637-59.3% | $4,027-43.1% |
| Admin fee / account holder | $4,321 | $5,755-24.9% | $14,673-70.6% | $5,403-20.0% |