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 8-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 | $97,458 | $133,958-27.2% | $112,228-13.2% | $134,475-27.5% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -13.19% | 47.11%-60.3pp | 27.45%-40.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $591 | $4,038-85.4% | $3,635-83.7% | $4,740-87.5% |
| Participant deferral / active EE | $4,300 | $5,291-18.7% | $4,728-9.1% | $6,400-32.8% |
| Admin fee / account holder | $889 | $7,489-88.1% | $6,410-86.1% | $11,426-92.2% |