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 | $31,475 | $75,828-58.5% | $147,614-78.7% | $59,632-47.2% |
| Participation rate | 50.0% | 71.6%-21.6pp | 84.6%-34.6pp | 68.7%-18.7pp |
| Annual return | -0.96% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,206 | $3,130-61.5% | $4,895-75.4% | $3,192-62.2% |
| Admin fee / account holder | $17,762 | $5,985+196.8% | $11,611+53.0% | $4,297+313.4% |