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 10-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 | $47,719 | $71,883-33.6% | $86,677-44.9% | $68,494-30.3% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -11.91% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $433 | $2,173-80.1% | $2,836-84.7% | $2,596-83.3% |
| Participant deferral / active EE | $2,099 | $3,779-44.5% | $4,656-54.9% | $4,027-47.9% |
| Admin fee / account holder | $19,406 | $6,112+217.5% | $7,493+159.0% | $5,403+259.2% |