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 | $53,636 | $65,061-17.6% | $143,757-62.7% | $66,914-19.8% |
| Participation rate | 31.5% | 65.2%-33.7pp | 80.3%-48.8pp | 69.8%-38.3pp |
| Annual return | -9.95% | -11.14%+1.2pp | -0.04%-9.9pp | 1.58%-11.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,579 | $2,919-45.9% | $5,637-72.0% | $4,237-62.7% |
| Admin fee / account holder | $3,676 | $502+632.4% | $14,673-74.9% | $593+519.7% |