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 | $24,666 | $95,193-74.1% | $76,523-67.8% | $135,375-81.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -6.31% | 4.85%-11.2pp | -0.27%-6.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $68 | $3,302-97.9% | $2,647-97.4% | $4,779-98.6% |
| Participant deferral / active EE | $625 | $4,639-86.5% | $3,835-83.7% | $5,609-88.9% |
| Admin fee / account holder | $2,957 | $6,249-52.7% | $4,848-39.0% | $10,827-72.7% |