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 4-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 | $70,257 | $73,867-4.9% | $143,757-51.1% | $68,494+2.6% |
| Participation rate | 16.5% | 66.7%-50.2pp | 80.3%-63.8pp | 67.9%-51.4pp |
| Annual return | -16.57% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,018 | $3,384-69.9% | $5,637-81.9% | $4,027-74.7% |
| Admin fee / account holder | $26,080 | $5,755+353.2% | $14,673+77.7% | $5,403+382.7% |