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 | $112,448 | $72,404+55.3% | $110,238+2.0% | $64,186+75.2% |
| Participation rate | 27.3% | 73.3%-46.1pp | 79.8%-52.5pp | 69.6%-42.3pp |
| Annual return | -6.12% | -6.29%+0.2pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $257 | $2,282-88.7% | $3,826-93.3% | $2,381-89.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,627 | $5,664-18.3% | $8,547-45.9% | $4,888-5.3% |