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 | $17,880 | $65,061-72.5% | $143,757-87.6% | $66,914-73.3% |
| Participation rate | 48.4% | 65.2%-16.7pp | 80.3%-31.9pp | 69.8%-21.4pp |
| Annual return | -17.61% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $177 | $2,361-92.5% | $4,951-96.4% | $2,544-93.0% |
| Participant deferral / active EE | $1,173 | $2,919-59.8% | $5,637-79.2% | $4,237-72.3% |
| Admin fee / account holder | $2,536 | $502+405.2% | $14,673-82.7% | $593+327.5% |