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 | $39,090 | $82,664-52.7% | $125,339-68.8% | $68,494-42.9% |
| Participation rate | 36.8% | 75.0%-38.2pp | 82.4%-45.5pp | 67.9%-31.0pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $43 | $3,381-98.7% | $4,814-99.1% | $2,596-98.3% |
| Participant deferral / active EE | $4,812 | $6,110-21.2% | $7,446-35.4% | $4,027+19.5% |
| Admin fee / account holder | $6,545 | $6,275+4.3% | $10,010-34.6% | $5,403+21.1% |