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 | $52,768 | $69,010-23.5% | $159,960-67.0% | $68,494-23.0% |
| Participation rate | 59.6% | 65.4%-5.8pp | 78.0%-18.3pp | 67.9%-8.2pp |
| Annual return | -14.18% | -9.65%-4.5pp | 408.60%-422.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $356 | $2,213-83.9% | $4,226-91.6% | $2,596-86.3% |
| Participant deferral / active EE | $3,139 | $4,212-25.5% | $6,182-49.2% | $4,027-22.1% |
| Admin fee / account holder | $17,840 | $4,798+271.8% | $8,698+105.1% | $5,403+230.2% |