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 | $62,036 | $71,883-13.7% | $86,677-28.4% | $68,494-9.4% |
| Participation rate | 59.0% | 72.2%-13.3pp | 76.6%-17.6pp | 67.9%-8.9pp |
| Annual return | -13.67% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $149 | $2,173-93.1% | $2,836-94.7% | $2,596-94.2% |
| Participant deferral / active EE | $2,551 | $3,779-32.5% | $4,656-45.2% | $4,027-36.7% |
| Admin fee / account holder | $4,148 | $6,112-32.1% | $7,493-44.7% | $5,403-23.2% |