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 6-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 | $55,925 | $133,958-58.3% | $112,228-50.2% | $134,475-58.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -12.83% | 47.11%-59.9pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $600 | $4,038-85.1% | $3,635-83.5% | $4,740-87.3% |
| Participant deferral / active EE | $3,123 | $5,291-41.0% | $4,728-33.9% | $6,400-51.2% |
| Admin fee / account holder | $1,832 | $7,489-75.5% | $6,410-71.4% | $11,426-84.0% |