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 | $21,590 | $69,010-68.7% | $159,960-86.5% | $68,494-68.5% |
| Participation rate | 38.3% | 65.4%-27.1pp | 78.0%-39.7pp | 67.9%-29.6pp |
| Annual return | -16.45% | -9.65%-6.8pp | 408.60%-425.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $210 | $2,213-90.5% | $4,226-95.0% | $2,596-91.9% |
| Participant deferral / active EE | $1,813 | $4,212-57.0% | $6,182-70.7% | $4,027-55.0% |
| Admin fee / account holder | $10,159 | $4,798+111.7% | $8,698+16.8% | $5,403+88.0% |