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 | $26,453 | $82,664-68.0% | $125,339-78.9% | $68,494-61.4% |
| Participation rate | 63.1% | 75.0%-12.0pp | 82.4%-19.3pp | 67.9%-4.8pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $293 | $3,381-91.3% | $4,814-93.9% | $2,596-88.7% |
| Participant deferral / active EE | $3,716 | $6,110-39.2% | $7,446-50.1% | $4,027-7.7% |
| Admin fee / account holder | $379 | $6,275-94.0% | $10,010-96.2% | $5,403-93.0% |