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 | $20,297 | $82,664-75.4% | $125,339-83.8% | $68,494-70.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,064 | $3,381-68.5% | $4,814-77.9% | $2,596-59.0% |
| Participant deferral / active EE | $1,897 | $6,110-69.0% | $7,446-74.5% | $4,027-52.9% |
| Admin fee / account holder | $1,710 | $6,275-72.8% | $10,010-82.9% | $5,403-68.4% |