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.
Participant 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 | $21,814 | $54,229-59.8% | $70,092-68.9% | $68,494-68.2% |
| Participation rate | 28.4% | 64.5%-36.1pp | 70.5%-42.1pp | 67.9%-39.5pp |
| Annual return | -11.67% | -13.87%+2.2pp | 190.73%-202.4pp | -7.84%-3.8pp |
| Employer contribution / active EE | $677 | $2,018-66.5% | $2,559-73.5% | $2,596-73.9% |
| Participant deferral / active EE | $1,021 | $2,956-65.5% | $3,849-73.5% | $4,027-74.7% |
| Admin fee / account holder | $468 | $4,694-90.0% | $6,267-92.5% | $5,403-91.3% |