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 | $33,648 | $59,805-43.7% | $79,550-57.7% | $68,494-50.9% |
| Participation rate | 39.7% | 61.1%-21.4pp | 69.5%-29.8pp | 67.9%-28.2pp |
| Annual return | -13.37% | -12.30%-1.1pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $78 | $1,505-94.8% | $2,413-96.7% | $2,596-97.0% |
| Participant deferral / active EE | $1,569 | $3,024-48.1% | $3,985-60.6% | $4,027-61.0% |
| Admin fee / account holder | $9,707 | $4,835+100.8% | $6,832+42.1% | $5,403+79.7% |