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 | $57,526 | $27,641+108.1% | $61,373-6.3% | $68,494-16.0% |
| Participation rate | 34.0% | 39.5%-5.5pp | 52.6%-18.6pp | 67.9%-33.9pp |
| Annual return | -17.42% | -13.24%-4.2pp | 338.61%-356.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,062 | $1,263+63.2% | $2,125-3.0% | $4,027-48.8% |
| Admin fee / account holder | $1,028 | $2,010-48.8% | $2,130-51.7% | $5,403-81.0% |