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 | $20,557 | $76,000-73.0% | $154,107-86.7% | $64,186-68.0% |
| Participation rate | 59.5% | 70.4%-10.9pp | 83.0%-23.5pp | 69.6%-10.0pp |
| Annual return | -7.27% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $180 | $3,351-94.6% | $5,298-96.6% | $2,381-92.4% |
| Participant deferral / active EE | $2,643 | $3,175-16.8% | $5,081-48.0% | $3,470-23.8% |
| Admin fee / account holder | $1,190 | $5,596-78.7% | $13,411-91.1% | $4,888-75.7% |