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 | $57,794 | $42,894+34.7% | $60,874-5.1% | $68,494-15.6% |
| Participation rate | 19.5% | 66.8%-47.3pp | 73.1%-53.6pp | 67.9%-48.4pp |
| Annual return | -17.39% | -13.98%-3.4pp | 16.90%-34.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $868 | $2,867-69.7% | $3,817-77.3% | $4,027-78.4% |
| Admin fee / account holder | $2,782 | $3,101-10.3% | $3,224-13.7% | $5,403-48.5% |