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 | $18,986 | $27,641-31.3% | $61,373-69.1% | $68,494-72.3% |
| Participation rate | 37.5% | 39.5%-2.0pp | 52.6%-15.1pp | 67.9%-30.4pp |
| Annual return | -13.24% | -13.24%0pp | 338.61%-351.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $85 | $695-87.8% | $1,159-92.7% | $2,596-96.7% |
| Participant deferral / active EE | $1,021 | $1,263-19.2% | $2,125-51.9% | $4,027-74.6% |
| Admin fee / account holder | $390 | $2,010-80.6% | $2,130-81.7% | $5,403-92.8% |