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 8-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 | $63,629 | $152,509-58.3% | $117,472-45.8% | $134,475-52.7% |
| Participation rate | 30.0% | 77.1%-47.1pp | 70.6%-40.6pp | 81.2%-51.2pp |
| Annual return | -15.72% | 52.99%-68.7pp | 29.74%-45.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $79 | $5,571-98.6% | $4,176-98.1% | $4,740-98.3% |
| Participant deferral / active EE | $526 | $4,818-89.1% | $4,070-87.1% | $6,400-91.8% |
| Admin fee / account holder | $2,035 | $7,004-70.9% | $5,645-63.9% | $11,426-82.2% |