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 | $51,524 | $73,867-30.2% | $143,757-64.2% | $68,494-24.8% |
| Participation rate | 28.0% | 66.7%-38.7pp | 80.3%-52.3pp | 67.9%-39.9pp |
| Annual return | -15.27% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,897 | $3,384-44.0% | $5,637-66.4% | $4,027-52.9% |
| Admin fee / account holder | $358 | $5,755-93.8% | $14,673-97.6% | $5,403-93.4% |