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 | $45,913 | $82,630-44.4% | $64,105-28.4% | $125,391-63.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.77% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $118 | $2,671-95.6% | $1,820-93.5% | $4,866-97.6% |
| Participant deferral / active EE | $2,081 | $3,608-42.3% | $2,822-26.2% | $5,352-61.1% |
| Admin fee / account holder | $408 | $6,382-93.6% | $4,499-90.9% | $9,540-95.7% |