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 7-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 | $23,267 | $69,010-66.3% | $159,960-85.5% | $68,494-66.0% |
| Participation rate | 31.7% | 65.4%-33.7pp | 78.0%-46.2pp | 67.9%-36.2pp |
| Annual return | -15.59% | -9.65%-5.9pp | 408.60%-424.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,576 | $4,212-38.8% | $6,182-58.3% | $4,027-36.0% |
| Admin fee / account holder | $744 | $4,798-84.5% | $8,698-91.5% | $5,403-86.2% |