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 | $22,844 | $32,117-28.9% | $71,086-67.9% | $64,186-64.4% |
| Participation rate | 32.1% | 42.7%-10.6pp | 54.7%-22.5pp | 69.6%-37.4pp |
| Annual return | -8.41% | -5.57%-2.8pp | 650.59%-659.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $445 | $1,263-64.7% | $1,874-76.2% | $3,470-87.2% |
| Admin fee / account holder | $512 | $2,759-81.4% | $3,082-83.4% | $4,888-89.5% |