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 | $20,512 | $76,000-73.0% | $154,107-86.7% | $64,186-68.0% |
| Participation rate | 36.6% | 70.4%-33.8pp | 83.0%-46.5pp | 69.6%-33.0pp |
| Annual return | -0.25% | 30.32%-30.6pp | 735.12%-735.4pp | 7.63%-7.9pp |
| Employer contribution / active EE | $252 | $3,351-92.5% | $5,298-95.2% | $2,381-89.4% |
| Participant deferral / active EE | $2,563 | $3,175-19.3% | $5,081-49.6% | $3,470-26.1% |
| Admin fee / account holder | $13,313 | $5,596+137.9% | $13,411-0.7% | $4,888+172.4% |