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 6-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 | $32,973 | $93,024-64.6% | $77,024-57.2% | $134,475-75.5% |
| Participation rate | 18.8% | 74.5%-55.7pp | 67.9%-49.2pp | 81.2%-62.5pp |
| Annual return | -11.25% | 62.60%-73.8pp | 42.32%-53.6pp | 417.96%-429.2pp |
| Employer contribution / active EE | $245 | $3,418-92.8% | $2,812-91.3% | $4,740-94.8% |
| Participant deferral / active EE | $1,956 | $5,238-62.7% | $4,426-55.8% | $6,400-69.4% |
| Admin fee / account holder | $1,068 | $6,944-84.6% | $5,425-80.3% | $11,426-90.7% |