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 | $38,370 | $26,549+44.5% | $61,373-37.5% | $66,914-42.7% |
| Participation rate | 27.7% | 38.1%-10.3pp | 52.6%-24.8pp | 69.8%-42.1pp |
| Annual return | -17.13% | -16.21%-0.9pp | 338.61%-355.7pp | 1.58%-18.7pp |
| Employer contribution / active EE | $121 | $651-81.4% | $1,159-89.6% | $2,544-95.2% |
| Participant deferral / active EE | $664 | $1,338-50.4% | $2,125-68.7% | $4,237-84.3% |
| Admin fee / account holder | $409 | $409+0.2% | $2,130-80.8% | $593-31.0% |