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 | $36,001 | $82,286-56.2% | $68,791-47.7% | $134,475-73.2% |
| Participation rate | 43.8% | 75.1%-31.3pp | 69.0%-25.3pp | 81.2%-37.5pp |
| Annual return | -13.52% | -2.19%-11.3pp | -6.38%-7.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,156 | $4,739-75.6% | $3,941-70.7% | $6,400-81.9% |
| Admin fee / account holder | $18,990 | $6,481+193.0% | $4,932+285.0% | $11,426+66.2% |