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 | $10,504 | $27,641-62.0% | $61,373-82.9% | $68,494-84.7% |
| Participation rate | 50.9% | 39.5%+11.5pp | 52.6%-1.6pp | 67.9%-16.9pp |
| Annual return | -10.57% | -13.24%+2.7pp | 338.61%-349.2pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $339 | $1,263-73.1% | $2,125-84.0% | $4,027-91.6% |
| Admin fee / account holder | $10,398 | $2,010+417.3% | $2,130+388.2% | $5,403+92.5% |