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 | $17,250 | $53,162-67.6% | $91,220-81.1% | $68,494-74.8% |
| Participation rate | 42.9% | 63.2%-20.4pp | 73.2%-30.3pp | 67.9%-25.0pp |
| Annual return | -19.45% | -3.14%-16.3pp | 114.01%-133.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $179 | $1,709-89.6% | $2,850-93.7% | $2,596-93.1% |
| Participant deferral / active EE | $2,110 | $2,974-29.0% | $4,234-50.2% | $4,027-47.6% |
| Admin fee / account holder | $587 | $4,493-86.9% | $5,420-89.2% | $5,403-89.1% |