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 | $7,326 | $27,641-73.5% | $61,373-88.1% | $68,494-89.3% |
| Participation rate | 11.3% | 39.5%-28.2pp | 52.6%-41.2pp | 67.9%-56.6pp |
| Annual return | -14.30% | -13.24%-1.1pp | 338.61%-352.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $602 | $1,263-52.4% | $2,125-71.7% | $4,027-85.1% |
| Admin fee / account holder | $1,975 | $2,010-1.7% | $2,130-7.3% | $5,403-63.4% |