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 | $43,922 | $64,707-32.1% | $112,228-60.9% | $68,494-35.9% |
| Participation rate | 46.8% | 67.2%-20.3pp | 75.1%-28.3pp | 67.9%-21.1pp |
| Annual return | -11.43% | -11.40%0pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $323 | $2,746-88.2% | $3,635-91.1% | $2,596-87.6% |
| Participant deferral / active EE | $3,194 | $3,565-10.4% | $4,728-32.4% | $4,027-20.7% |
| Admin fee / account holder | $655 | $5,232-87.5% | $6,410-89.8% | $5,403-87.9% |