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 | $21,677 | $82,286-73.7% | $68,791-68.5% | $134,475-83.9% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -12.09% | -2.19%-9.9pp | -6.38%-5.7pp | 417.96%-430.0pp |
| Employer contribution / active EE | $343 | $3,301-89.6% | $2,655-87.1% | $4,740-92.8% |
| Participant deferral / active EE | $1,185 | $4,739-75.0% | $3,941-69.9% | $6,400-81.5% |
| Admin fee / account holder | $51,079 | $6,481+688.2% | $4,932+935.7% | $11,426+347.0% |