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 | $27,717 | $27,641+0.3% | $61,373-54.8% | $68,494-59.5% |
| Participation rate | 10.9% | 39.5%-28.6pp | 52.6%-41.7pp | 67.9%-57.0pp |
| Annual return | -17.08% | -13.24%-3.8pp | 338.61%-355.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $92 | $695-86.8% | $1,159-92.1% | $2,596-96.5% |
| Participant deferral / active EE | $746 | $1,263-40.9% | $2,125-64.9% | $4,027-81.5% |
| Admin fee / account holder | $9,829 | $2,010+389.0% | $2,130+361.5% | $5,403+81.9% |