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 8-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 | $7,201 | $93,024-92.3% | $77,024-90.7% | $134,475-94.6% |
| Participation rate | 29.2% | 74.5%-45.3pp | 67.9%-38.7pp | 81.2%-52.1pp |
| Annual return | -18.06% | 62.60%-80.7pp | 42.32%-60.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,594 | $5,238-69.6% | $4,426-64.0% | $6,400-75.1% |
| Admin fee / account holder | $509 | $6,944-92.7% | $5,425-90.6% | $11,426-95.5% |