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 | $11,606 | $90,320-87.2% | $59,496-80.5% | $125,391-90.7% |
| Participation rate | 33.3% | 68.3%-35.0pp | 54.6%-21.2pp | 83.2%-49.9pp |
| Annual return | -2.21% | 369.13%-371.3pp | 182.05%-184.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $236 | $2,716-91.3% | $1,829-87.1% | $5,352-95.6% |
| Admin fee / account holder | $4,170 | $3,063+36.2% | $2,232+86.8% | $9,540-56.3% |