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 | $30,784 | $54,350-43.4% | $82,719-62.8% | $68,494-55.1% |
| Participation rate | 65.4% | 63.9%+1.5pp | 72.6%-7.2pp | 67.9%-2.5pp |
| Annual return | -16.71% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $173 | $2,218-92.2% | $3,009-94.2% | $2,596-93.3% |
| Participant deferral / active EE | $1,677 | $3,246-48.3% | $4,395-61.8% | $4,027-58.4% |
| Admin fee / account holder | $767 | $4,395-82.6% | $5,329-85.6% | $5,403-85.8% |