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 | $55,593 | $167,307-66.8% | $143,757-61.3% | $134,475-58.7% |
| Participation rate | 14.3% | 84.8%-70.5pp | 80.3%-66.0pp | 81.2%-66.9pp |
| Annual return | -12.76% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $306 | $5,619-94.6% | $4,951-93.8% | $4,740-93.5% |
| Participant deferral / active EE | $2,400 | $6,446-62.8% | $5,637-57.4% | $6,400-62.5% |
| Admin fee / account holder | $57,587 | $18,088+218.4% | $14,673+292.5% | $11,426+404.0% |