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 | $32,004 | $99,032-67.7% | $80,019-60.0% | $135,375-76.4% |
| Participation rate | 43.8% | 78.4%-34.6pp | 75.8%-32.1pp | 82.6%-38.9pp |
| Annual return | -8.47% | 15.39%-23.9pp | 11.22%-19.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $294 | $3,043-90.3% | $2,468-88.1% | $4,779-93.9% |
| Participant deferral / active EE | $1,324 | $4,282-69.1% | $3,686-64.1% | $5,609-76.4% |
| Admin fee / account holder | $303 | $10,436-97.1% | $6,521-95.3% | $10,827-97.2% |