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 | $94,511 | $135,635-30.3% | $110,238-14.3% | $135,375-30.2% |
| Participation rate | 52.9% | 83.5%-30.5pp | 79.8%-26.9pp | 82.6%-29.7pp |
| Annual return | -8.39% | 513.19%-521.6pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $492 | $4,906-90.0% | $3,826-87.2% | $4,779-89.7% |
| Participant deferral / active EE | $3,661 | $5,506-33.5% | $4,672-21.6% | $5,609-34.7% |
| Admin fee / account holder | $2,033 | $11,457-82.3% | $8,547-76.2% | $10,827-81.2% |