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 | $19,246 | $56,357-65.9% | $104,294-81.5% | $68,494-71.9% |
| Participation rate | 25.8% | 63.3%-37.4pp | 73.3%-47.5pp | 67.9%-42.1pp |
| Annual return | -15.74% | -9.19%-6.5pp | 24.61%-40.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $571 | $1,960-70.9% | $3,372-83.1% | $2,596-78.0% |
| Participant deferral / active EE | $713 | $3,077-76.8% | $4,625-84.6% | $4,027-82.3% |
| Admin fee / account holder | $339 | $4,903-93.1% | $7,339-95.4% | $5,403-93.7% |