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 9-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 | $18,887 | $52,519-64.0% | $155,790-87.9% | $59,632-68.3% |
| Participation rate | 27.6% | 61.7%-34.1pp | 76.1%-48.5pp | 68.7%-41.1pp |
| Annual return | 0.10% | 53.51%-53.4pp | 71.54%-71.4pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,108 | $3,084-64.1% | $4,797-76.9% | $3,192-65.3% |
| Admin fee / account holder | $1,616 | $3,540-54.3% | $7,478-78.4% | $4,297-62.4% |