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 6-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 | $3,815 | $56,835-93.3% | - | $135,375-97.2% |
| Participation rate | 27.3% | 68.0%-40.7pp | - | 82.6%-55.4pp |
| Annual return | -4.34% | 2630.74%-2635.1pp | - | 519.73%-524.1pp |
| Employer contribution / active EE | $82 | $2,734-97.0% | - | $4,779-98.3% |
| Participant deferral / active EE | $552 | $3,681-85.0% | - | $5,609-90.2% |
| Admin fee / account holder | $2,331 | $1,586+47.0% | - | $10,827-78.5% |