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 | $51,806 | $27,641+87.4% | $61,373-15.6% | $68,494-24.4% |
| Participation rate | 13.4% | 39.5%-26.1pp | 52.6%-39.1pp | 67.9%-54.5pp |
| Annual return | -16.79% | -13.24%-3.5pp | 338.61%-355.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $295 | $1,263-76.7% | $2,125-86.1% | $4,027-92.7% |
| Admin fee / account holder | $1,972 | $2,010-1.9% | $2,130-7.4% | $5,403-63.5% |