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 | $33,851 | $73,004-53.6% | $90,749-62.7% | $68,494-50.6% |
| Participation rate | 31.1% | 70.8%-39.7pp | 75.7%-44.5pp | 67.9%-36.7pp |
| Annual return | -18.72% | -13.81%-4.9pp | -12.16%-6.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $565 | $2,193-74.2% | $2,921-80.7% | $2,596-78.2% |
| Participant deferral / active EE | $1,157 | $3,627-68.1% | $4,564-74.7% | $4,027-71.3% |
| Admin fee / account holder | $1,592 | $5,896-73.0% | $8,445-81.1% | $5,403-70.5% |