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 | $28,562 | $76,000-62.4% | $154,107-81.5% | $64,186-55.5% |
| Participation rate | 39.6% | 70.4%-30.9pp | 83.0%-43.5pp | 69.6%-30.0pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $353 | $3,351-89.5% | $5,298-93.3% | $2,381-85.2% |
| Participant deferral / active EE | $944 | $3,175-70.3% | $5,081-81.4% | $3,470-72.8% |
| Admin fee / account holder | $564 | $5,596-89.9% | $13,411-95.8% | $4,888-88.5% |