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 7-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 | $24,393 | $73,867-67.0% | $143,757-83.0% | $68,494-64.4% |
| Participation rate | 17.5% | 66.7%-49.2pp | 80.3%-62.8pp | 67.9%-50.4pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $296 | $3,184-90.7% | $4,951-94.0% | $2,596-88.6% |
| Participant deferral / active EE | $1,355 | $3,384-60.0% | $5,637-76.0% | $4,027-66.4% |
| Admin fee / account holder | $426 | $5,755-92.6% | $14,673-97.1% | $5,403-92.1% |