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 9-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 | $28,194 | $133,958-79.0% | $112,228-74.9% | $134,475-79.0% |
| Participation rate | 47.8% | 78.6%-30.7pp | 75.1%-27.2pp | 81.2%-33.4pp |
| Annual return | -18.10% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $193 | $4,038-95.2% | $3,635-94.7% | $4,740-95.9% |
| Participant deferral / active EE | $1,914 | $5,291-63.8% | $4,728-59.5% | $6,400-70.1% |
| Admin fee / account holder | $488 | $7,489-93.5% | $6,410-92.4% | $11,426-95.7% |