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 9-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 | $42,758 | $56,357-24.1% | $104,294-59.0% | $68,494-37.6% |
| Participation rate | 36.4% | 63.3%-26.9pp | 73.3%-36.9pp | 67.9%-31.5pp |
| Annual return | -16.11% | -9.19%-6.9pp | 24.61%-40.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,270 | $3,077-26.2% | $4,625-50.9% | $4,027-43.6% |
| Admin fee / account holder | $2,022 | $4,903-58.8% | $7,339-72.5% | $5,403-62.6% |