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 | $27,136 | $52,836-48.6% | $105,738-74.3% | $64,186-57.7% |
| Participation rate | 32.7% | 66.5%-33.9pp | 76.3%-43.6pp | 69.6%-36.9pp |
| Annual return | -5.72% | 14.30%-20.0pp | 6.27%-12.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $806 | $2,545-68.3% | $4,080-80.2% | $3,470-76.8% |
| Admin fee / account holder | $6,360 | $3,959+60.7% | $6,913-8.0% | $4,888+30.1% |