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 | $5,375 | $27,641-80.6% | $61,373-91.2% | $68,494-92.2% |
| Participation rate | 45.7% | 39.5%+6.2pp | 52.6%-6.9pp | 67.9%-22.2pp |
| Annual return | -19.23% | -13.24%-6.0pp | 338.61%-357.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $61 | $695-91.3% | $1,159-94.8% | $2,596-97.7% |
| Participant deferral / active EE | $1,147 | $1,263-9.2% | $2,125-46.0% | $4,027-71.5% |
| Admin fee / account holder | $679 | $2,010-66.2% | $2,130-68.1% | $5,403-87.4% |