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 10-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 | $97,622 | $135,635-28.0% | $110,238-11.4% | $135,375-27.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -4.95% | 513.19%-518.1pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $673 | $4,906-86.3% | $3,826-82.4% | $4,779-85.9% |
| Participant deferral / active EE | $1,681 | $5,506-69.5% | $4,672-64.0% | $5,609-70.0% |
| Admin fee / account holder | $6,890 | $11,457-39.9% | $8,547-19.4% | $10,827-36.4% |