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 4-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 | $24,263 | $64,707-62.5% | $112,228-78.4% | $68,494-64.6% |
| Participation rate | 12.3% | 67.2%-54.9pp | 75.1%-62.8pp | 67.9%-55.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $648 | $2,746-76.4% | $3,635-82.2% | $2,596-75.0% |
| Participant deferral / active EE | $2,120 | $3,565-40.5% | $4,728-55.2% | $4,027-47.4% |
| Admin fee / account holder | $774 | $5,232-85.2% | $6,410-87.9% | $5,403-85.7% |