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 | $31,962 | $211,958-84.9% | $169,463-81.1% | $135,375-76.4% |
| Participation rate | 52.6% | 82.6%-30.0pp | 77.8%-25.2pp | 82.6%-30.0pp |
| Annual return | -3.06% | 3.26%-6.3pp | 1.83%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,393 | $6,075-60.6% | $5,277-54.7% | $5,609-57.3% |
| Admin fee / account holder | $4,572 | $11,471-60.1% | $9,109-49.8% | $10,827-57.8% |