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 | $72,608 | $54,726+32.7% | $68,793+5.5% | $64,186+13.1% |
| Participation rate | 30.6% | 68.0%-37.5pp | 72.2%-41.7pp | 69.6%-39.0pp |
| Annual return | -3.94% | -1.62%-2.3pp | -4.63%+0.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,152 | $2,626-56.1% | $3,311-65.2% | $3,470-66.8% |
| Admin fee / account holder | $5,162 | $4,027+28.2% | $5,131+0.6% | $4,888+5.6% |