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 | $29,633 | $82,664-64.2% | $125,339-76.4% | $68,494-56.7% |
| Participation rate | 37.8% | 75.0%-37.2pp | 82.4%-44.5pp | 67.9%-30.1pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,513 | $6,110+6.6% | $7,446-12.5% | $4,027+61.7% |
| Admin fee / account holder | $14,870 | $6,275+137.0% | $10,010+48.6% | $5,403+175.2% |