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 | $29,163 | $54,350-46.3% | $82,719-64.7% | $68,494-57.4% |
| Participation rate | 61.7% | 63.9%-2.3pp | 72.6%-10.9pp | 67.9%-6.2pp |
| Annual return | -14.83% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $121 | $2,218-94.5% | $3,009-96.0% | $2,596-95.3% |
| Participant deferral / active EE | $1,315 | $3,246-59.5% | $4,395-70.1% | $4,027-67.3% |
| Admin fee / account holder | $1,595 | $4,395-63.7% | $5,329-70.1% | $5,403-70.5% |