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 | $67,999 | $73,004-6.9% | $90,749-25.1% | $68,494-0.7% |
| Participation rate | 38.7% | 70.8%-32.1pp | 75.7%-37.0pp | 67.9%-29.2pp |
| Annual return | -15.15% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,995 | $3,627-45.0% | $4,564-56.3% | $4,027-50.5% |
| Admin fee / account holder | $16,913 | $5,896+186.9% | $8,445+100.3% | $5,403+213.0% |