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 7-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 | $73,579 | $100,754-27.0% | $86,677-15.1% | $134,475-45.3% |
| Participation rate | 23.1% | 78.9%-55.9pp | 76.6%-53.5pp | 81.2%-58.1pp |
| Annual return | -15.36% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $693 | $3,489-80.1% | $2,836-75.6% | $4,740-85.4% |
| Participant deferral / active EE | $3,978 | $5,338-25.5% | $4,656-14.5% | $6,400-37.8% |
| Admin fee / account holder | $761 | $10,926-93.0% | $7,493-89.8% | $11,426-93.3% |