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 | $26,223 | $58,879-55.5% | $178,490-85.3% | $73,488-64.3% |
| Participation rate | 33.7% | 66.2%-32.6pp | 81.9%-48.3pp | 70.7%-37.0pp |
| Annual return | 14.23% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,175 | $2,567-54.2% | $5,202-77.4% | $3,740-68.6% |
| Admin fee / account holder | $3,582 | $400+794.7% | $13,984-74.4% | $513+598.1% |