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 8-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 | $26,394 | $81,900-67.8% | $119,609-77.9% | $68,494-61.5% |
| Participation rate | 31.3% | 71.9%-40.6pp | 79.3%-48.0pp | 67.9%-36.6pp |
| Annual return | -14.76% | -23.82%+9.1pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,012 | $2,693-62.4% | $4,232-76.1% | $2,596-61.0% |
| Participant deferral / active EE | $1,787 | $4,148-56.9% | $5,602-68.1% | $4,027-55.6% |
| Admin fee / account holder | $322 | $6,582-95.1% | $10,323-96.9% | $5,403-94.0% |