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 4-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 | $15,415 | $73,867-79.1% | $143,757-89.3% | $68,494-77.5% |
| Participation rate | 25.7% | 66.7%-40.9pp | 80.3%-54.6pp | 67.9%-42.2pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $371 | $3,184-88.3% | $4,951-92.5% | $2,596-85.7% |
| Participant deferral / active EE | $1,029 | $3,384-69.6% | $5,637-81.8% | $4,027-74.5% |
| Admin fee / account holder | $508 | $5,755-91.2% | $14,673-96.5% | $5,403-90.6% |