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 | $9,321 | $30,732-69.7% | $59,496-84.3% | $59,632-84.4% |
| Participation rate | 17.6% | 43.2%-25.6pp | 54.6%-36.9pp | 68.7%-51.0pp |
| Annual return | 3.89% | 4.47%-0.6pp | 182.05%-178.2pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $814 | $1,183-31.2% | $1,829-55.5% | $3,192-74.5% |
| Admin fee / account holder | $360 | $2,136-83.2% | $2,232-83.9% | $4,297-91.6% |