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 7-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 | $6,630 | $27,641-76.0% | $61,373-89.2% | $68,494-90.3% |
| Participation rate | 68.3% | 39.5%+28.8pp | 52.6%+15.7pp | 67.9%+0.4pp |
| Annual return | -14.26% | -13.24%-1.0pp | 338.61%-352.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,114 | $1,263+146.5% | $2,125+46.5% | $4,027-22.7% |
| Admin fee / account holder | $1,459 | $2,010-27.4% | $2,130-31.5% | $5,403-73.0% |