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 | $36,527 | $135,635-73.1% | $110,238-66.9% | $135,375-73.0% |
| Participation rate | 30.0% | 83.5%-53.5pp | 79.8%-49.8pp | 82.6%-52.6pp |
| Annual return | -7.83% | 513.19%-521.0pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,700 | $5,506-32.8% | $4,672-20.8% | $5,609-34.0% |
| Admin fee / account holder | $1,956 | $11,457-82.9% | $8,547-77.1% | $10,827-81.9% |