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 | $30,266 | $46,674-35.2% | $117,472-74.2% | $68,494-55.8% |
| Participation rate | 7.5% | 56.8%-49.2pp | 70.6%-63.0pp | 67.9%-60.3pp |
| Annual return | -15.83% | -14.52%-1.3pp | 29.74%-45.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $284 | $2,636-89.2% | $4,070-93.0% | $4,027-92.9% |
| Admin fee / account holder | $593 | $4,020-85.3% | $5,645-89.5% | $5,403-89.0% |