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 | $18,777 | $67,331-72.1% | $60,874-69.2% | $134,475-86.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -3.92% | 49.93%-53.8pp | 16.90%-20.8pp | 417.96%-421.9pp |
| Employer contribution / active EE | $394 | $3,096-87.3% | $2,701-85.4% | $4,740-91.7% |
| Participant deferral / active EE | $4,653 | $4,538+2.5% | $3,817+21.9% | $6,400-27.3% |
| Admin fee / account holder | $18,650 | $4,582+307.0% | $3,224+478.4% | $11,426+63.2% |