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 10-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 | $68,357 | $81,900-16.5% | $119,609-42.8% | $68,494-0.2% |
| Participation rate | 0.0% | 71.9%-71.9pp | 79.3%-79.3pp | 67.9%-67.9pp |
| Annual return | -15.34% | -23.82%+8.5pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,139 | $2,693-20.6% | $4,232-49.4% | $2,596-17.6% |
| Participant deferral / active EE | $1,512 | $4,148-63.6% | $5,602-73.0% | $4,027-62.5% |
| Admin fee / account holder | $9,652 | $6,582+46.6% | $10,323-6.5% | $5,403+78.6% |