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 8-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 | $14,452 | $21,287-32.1% | - | $68,494-78.9% |
| Participation rate | 6.3% | 40.3%-34.1pp | - | 67.9%-61.6pp |
| Annual return | -15.97% | -16.24%+0.3pp | - | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,123-100.0% | - | $2,596-100.0% |
| Participant deferral / active EE | $381 | $1,533-75.1% | - | $4,027-90.5% |
| Admin fee / account holder | $478 | $2,220-78.5% | - | $5,403-91.1% |