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 | $61,476 | $54,350+13.1% | $82,719-25.7% | $68,494-10.2% |
| Participation rate | 46.6% | 63.9%-17.4pp | 72.6%-26.0pp | 67.9%-21.3pp |
| Annual return | -10.46% | -13.67%+3.2pp | 701.18%-711.6pp | -7.84%-2.6pp |
| Employer contribution / active EE | $238 | $2,218-89.3% | $3,009-92.1% | $2,596-90.8% |
| Participant deferral / active EE | $2,828 | $3,246-12.9% | $4,395-35.6% | $4,027-29.8% |
| Admin fee / account holder | $2,996 | $4,395-31.8% | $5,329-43.8% | $5,403-44.5% |