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 | $52,793 | $32,117+64.4% | $71,086-25.7% | $64,186-17.8% |
| Participation rate | 31.0% | 42.7%-11.7pp | 54.7%-23.7pp | 69.6%-38.6pp |
| Annual return | -5.00% | -5.57%+0.6pp | 650.59%-655.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,630 | $1,263+29.1% | $1,874-13.0% | $3,470-53.0% |
| Admin fee / account holder | $300 | $2,759-89.1% | $3,082-90.3% | $4,888-93.9% |