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 9-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 | $17,016 | $82,286-79.3% | $68,791-75.3% | $134,475-87.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -18.06% | -2.19%-15.9pp | -6.38%-11.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $349 | $3,301-89.4% | $2,655-86.9% | $4,740-92.6% |
| Participant deferral / active EE | $1,350 | $4,739-71.5% | $3,941-65.7% | $6,400-78.9% |
| Admin fee / account holder | $3,359 | $6,481-48.2% | $4,932-31.9% | $11,426-70.6% |