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 | $10,686 | $84,402-87.3% | $61,373-82.6% | $134,475-92.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -5.03% | 584.55%-589.6pp | 338.61%-343.6pp | 417.96%-423.0pp |
| Employer contribution / active EE | $15 | $1,544-99.0% | $1,159-98.7% | $4,740-99.7% |
| Participant deferral / active EE | $1,122 | $2,819-60.2% | $2,125-47.2% | $6,400-82.5% |
| Admin fee / account holder | $35,869 | $2,585+1287.5% | $2,130+1584.3% | $11,426+213.9% |