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 | $46,839 | $57,354-18.3% | $83,848-44.1% | $64,186-27.0% |
| Participation rate | 37.2% | 68.6%-31.4pp | 76.1%-38.9pp | 69.6%-32.4pp |
| Annual return | -8.04% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $462 | $2,545-81.8% | $3,631-87.3% | $2,381-80.6% |
| Participant deferral / active EE | $1,553 | $2,993-48.1% | $4,082-62.0% | $3,470-55.2% |
| Admin fee / account holder | $948 | $4,046-76.6% | $5,478-82.7% | $4,888-80.6% |