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 | $37,750 | $53,162-29.0% | $91,220-58.6% | $68,494-44.9% |
| Participation rate | 32.7% | 63.2%-30.5pp | 73.2%-40.5pp | 67.9%-35.2pp |
| Annual return | -17.39% | -3.14%-14.3pp | 114.01%-131.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $193 | $1,709-88.7% | $2,850-93.2% | $2,596-92.6% |
| Participant deferral / active EE | $1,283 | $2,974-56.8% | $4,234-69.7% | $4,027-68.1% |
| Admin fee / account holder | $875 | $4,493-80.5% | $5,420-83.9% | $5,403-83.8% |