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 | $58,413 | $54,350+7.5% | $82,719-29.4% | $68,494-14.7% |
| Participation rate | 36.0% | 63.9%-27.9pp | 72.6%-36.6pp | 67.9%-31.9pp |
| Annual return | -12.45% | -13.67%+1.2pp | 701.18%-713.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,893 | $3,246-41.7% | $4,395-56.9% | $4,027-53.0% |
| Admin fee / account holder | $2,276 | $4,395-48.2% | $5,329-57.3% | $5,403-57.9% |