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 | $59,390 | $129,942-54.3% | $104,294-43.1% | $134,475-55.8% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -17.16% | 42.03%-59.2pp | 24.61%-41.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,745 | $5,588+20.7% | $4,625+45.8% | $6,400+5.4% |
| Admin fee / account holder | $9,956 | $9,323+6.8% | $7,339+35.7% | $11,426-12.9% |