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 | $25,353 | $73,867-65.7% | $143,757-82.4% | $68,494-63.0% |
| Participation rate | 22.0% | 66.7%-44.7pp | 80.3%-58.4pp | 67.9%-45.9pp |
| Annual return | -16.37% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $125 | $3,184-96.1% | $4,951-97.5% | $2,596-95.2% |
| Participant deferral / active EE | $941 | $3,384-72.2% | $5,637-83.3% | $4,027-76.6% |
| Admin fee / account holder | $377 | $5,755-93.4% | $14,673-97.4% | $5,403-93.0% |