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 | $24,178 | $78,694-69.3% | $67,652-64.3% | $125,391-80.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -0.73% | 9.46%-10.2pp | 6625.04%-6625.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $346 | $3,044-88.6% | $2,266-84.7% | $4,866-92.9% |
| Participant deferral / active EE | $1,938 | $4,292-54.8% | $3,560-45.6% | $5,352-63.8% |
| Admin fee / account holder | $380 | $7,403-94.9% | $4,821-92.1% | $9,540-96.0% |