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 | $19,055 | $59,107-67.8% | $86,436-78.0% | $68,494-72.2% |
| Participation rate | 62.1% | 75.2%-13.2pp | 80.3%-18.3pp | 67.9%-5.8pp |
| Annual return | -14.16% | -0.23%-13.9pp | 4394.89%-4409.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,184 | $5,901+21.7% | $6,952+3.3% | $4,027+78.4% |
| Admin fee / account holder | $3,288 | $5,637-41.7% | $6,731-51.2% | $5,403-39.2% |