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 | $66,411 | $105,860-37.3% | $90,749-26.8% | $134,475-50.6% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.7%-30.2pp | 81.2%-35.8pp |
| Annual return | -14.27% | -11.01%-3.3pp | -12.16%-2.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,994 | $5,216-61.8% | $4,564-56.3% | $6,400-68.8% |
| Admin fee / account holder | $4,070 | $13,938-70.8% | $8,445-51.8% | $11,426-64.4% |