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 | $54,427 | $71,883-24.3% | $86,677-37.2% | $68,494-20.5% |
| Participation rate | 55.7% | 72.2%-16.5pp | 76.6%-20.8pp | 67.9%-12.2pp |
| Annual return | -15.34% | 3.52%-18.9pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $205 | $2,173-90.6% | $2,836-92.8% | $2,596-92.1% |
| Participant deferral / active EE | $1,871 | $3,779-50.5% | $4,656-59.8% | $4,027-53.6% |
| Admin fee / account holder | $5,120 | $6,112-16.2% | $7,493-31.7% | $5,403-5.2% |