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 | $12,823 | $27,641-53.6% | $61,373-79.1% | $68,494-81.3% |
| Participation rate | 17.1% | 39.5%-22.3pp | 52.6%-35.4pp | 67.9%-50.7pp |
| Annual return | -10.23% | -13.24%+3.0pp | 338.61%-348.8pp | -7.84%-2.4pp |
| Employer contribution / active EE | $35 | $695-94.9% | $1,159-96.9% | $2,596-98.6% |
| Participant deferral / active EE | $430 | $1,263-66.0% | $2,125-79.8% | $4,027-89.3% |
| Admin fee / account holder | $4,708 | $2,010+134.2% | $2,130+121.0% | $5,403-12.9% |