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 | $22,776 | $69,518-67.2% | $59,878-62.0% | $135,375-83.2% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.7%-9.7pp | 82.6%-17.6pp |
| Annual return | -7.47% | 7.94%-15.4pp | 3.46%-10.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,846 | $4,206-56.1% | $3,402-45.7% | $5,609-67.1% |
| Admin fee / account holder | $1,441 | $5,734-74.9% | $3,590-59.9% | $10,827-86.7% |