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 | $21,898 | $56,357-61.1% | $104,294-79.0% | $68,494-68.0% |
| Participation rate | 24.1% | 63.3%-39.2pp | 73.3%-49.2pp | 67.9%-43.8pp |
| Annual return | -16.31% | -9.19%-7.1pp | 24.61%-40.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $405 | $1,960-79.3% | $3,372-88.0% | $2,596-84.4% |
| Participant deferral / active EE | $1,247 | $3,077-59.5% | $4,625-73.0% | $4,027-69.0% |
| Admin fee / account holder | $16,075 | $4,903+227.9% | $7,339+119.0% | $5,403+197.5% |