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 | $6,443 | $25,979-75.2% | $71,735-91.0% | $68,494-90.6% |
| Participation rate | 40.0% | 54.5%-14.5pp | 62.3%-22.3pp | 67.9%-27.9pp |
| Annual return | -18.20% | -15.10%-3.1pp | 9.14%-27.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $972 | $1,522-36.1% | $2,658-63.4% | $4,027-75.9% |
| Admin fee / account holder | $379 | $2,022-81.2% | $3,974-90.5% | $5,403-93.0% |