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 6-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 | $52,182 | $67,331-22.5% | $60,874-14.3% | $134,475-61.2% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.1%-56.4pp | 81.2%-64.6pp |
| Annual return | -14.30% | 49.93%-64.2pp | 16.90%-31.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $258 | $3,096-91.7% | $2,701-90.5% | $4,740-94.6% |
| Participant deferral / active EE | $1,251 | $4,538-72.4% | $3,817-67.2% | $6,400-80.5% |
| Admin fee / account holder | $576 | $4,582-87.4% | $3,224-82.2% | $11,426-95.0% |