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 | $67,206 | $82,664-18.7% | $125,339-46.4% | $68,494-1.9% |
| Participation rate | 39.4% | 75.0%-35.6pp | 82.4%-42.9pp | 67.9%-28.5pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,613 | $6,110-40.9% | $7,446-51.5% | $4,027-10.3% |
| Admin fee / account holder | $13,891 | $6,275+121.4% | $10,010+38.8% | $5,403+157.1% |