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 | $28,453 | $54,350-47.6% | $82,719-65.6% | $68,494-58.5% |
| Participation rate | 37.5% | 63.9%-26.4pp | 72.6%-35.1pp | 67.9%-30.4pp |
| Annual return | -18.94% | -13.67%-5.3pp | 701.18%-720.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $212 | $2,218-90.5% | $3,009-93.0% | $2,596-91.8% |
| Participant deferral / active EE | $3,334 | $3,246+2.7% | $4,395-24.1% | $4,027-17.2% |
| Admin fee / account holder | $5,065 | $4,395+15.2% | $5,329-4.9% | $5,403-6.2% |