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 6-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 | $61,072 | $81,900-25.4% | $119,609-48.9% | $68,494-10.8% |
| Participation rate | 13.8% | 71.9%-58.1pp | 79.3%-65.5pp | 67.9%-54.1pp |
| Annual return | -4.57% | -23.82%+19.2pp | -14.97%+10.4pp | -7.84%+3.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $413 | $4,148-90.0% | $5,602-92.6% | $4,027-89.7% |
| Admin fee / account holder | $7,259 | $6,582+10.3% | $10,323-29.7% | $5,403+34.4% |