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 | $20,401 | $64,707-68.5% | $112,228-81.8% | $68,494-70.2% |
| Participation rate | 54.9% | 67.2%-12.2pp | 75.1%-20.2pp | 67.9%-13.0pp |
| Annual return | -17.28% | -11.40%-5.9pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $624 | $2,746-77.3% | $3,635-82.8% | $2,596-76.0% |
| Participant deferral / active EE | $2,243 | $3,565-37.1% | $4,728-52.5% | $4,027-44.3% |
| Admin fee / account holder | $788 | $5,232-84.9% | $6,410-87.7% | $5,403-85.4% |