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 | $11,989 | $42,894-72.0% | $60,874-80.3% | $68,494-82.5% |
| Participation rate | 35.6% | 66.8%-31.2pp | 73.1%-37.5pp | 67.9%-32.3pp |
| Annual return | -15.04% | -13.98%-1.1pp | 16.90%-31.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,320 | $2,867-54.0% | $3,817-65.4% | $4,027-67.2% |
| Admin fee / account holder | $1,418 | $3,101-54.3% | $3,224-56.0% | $5,403-73.7% |