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 4-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 | $91,884 | $54,229+69.4% | $70,092+31.1% | $68,494+34.1% |
| Participation rate | 44.6% | 64.5%-19.9pp | 70.5%-25.9pp | 67.9%-23.3pp |
| Annual return | -12.11% | -13.87%+1.8pp | 190.73%-202.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,041 | $2,956+70.6% | $3,849+31.0% | $4,027+25.2% |
| Admin fee / account holder | $41,892 | $4,694+792.4% | $6,267+568.5% | $5,403+675.4% |