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 7-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 | $9,245 | $27,641-66.6% | $61,373-84.9% | $68,494-86.5% |
| Participation rate | 17.0% | 39.5%-22.5pp | 52.6%-35.5pp | 67.9%-50.9pp |
| Annual return | -9.56% | -13.24%+3.7pp | 338.61%-348.2pp | -7.84%-1.7pp |
| Employer contribution / active EE | $191 | $695-72.5% | $1,159-83.5% | $2,596-92.6% |
| Participant deferral / active EE | $239 | $1,263-81.1% | $2,125-88.8% | $4,027-94.1% |
| Admin fee / account holder | $3,017 | $2,010+50.1% | $2,130+41.7% | $5,403-44.2% |