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 9-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 | $23,098 | $95,862-75.9% | $79,550-71.0% | $134,475-82.8% |
| Participation rate | 63.2% | 75.0%-11.9pp | 69.5%-6.3pp | 81.2%-18.1pp |
| Annual return | -7.18% | -2.69%-4.5pp | 0.16%-7.3pp | 417.96%-425.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,734 | $4,693-63.1% | $3,985-56.5% | $6,400-72.9% |
| Admin fee / account holder | $1,065 | $9,126-88.3% | $6,832-84.4% | $11,426-90.7% |