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 | $25,563 | $100,754-74.6% | $86,677-70.5% | $134,475-81.0% |
| Participation rate | 69.6% | 78.9%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | -17.18% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,573 | $5,338-51.8% | $4,656-44.7% | $6,400-59.8% |
| Admin fee / account holder | $8,911 | $10,926-18.4% | $7,493+18.9% | $11,426-22.0% |