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 | $34,946 | $59,805-41.6% | $79,550-56.1% | $68,494-49.0% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -18.12% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $638 | $1,505-57.6% | $2,413-73.6% | $2,596-75.4% |
| Participant deferral / active EE | $1,268 | $3,024-58.1% | $3,985-68.2% | $4,027-68.5% |
| Admin fee / account holder | $2,728 | $4,835-43.6% | $6,832-60.1% | $5,403-49.5% |