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 | $22,228 | $45,863-51.5% | $77,024-71.1% | $68,494-67.5% |
| Participation rate | 6.5% | 55.9%-49.4pp | 67.9%-61.4pp | 67.9%-61.4pp |
| Annual return | -14.76% | 1.72%-16.5pp | 42.32%-57.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,088 | $2,962-63.3% | $4,426-75.4% | $4,027-73.0% |
| Admin fee / account holder | $1,632 | $3,041-46.3% | $5,425-69.9% | $5,403-69.8% |