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 | $19,441 | $42,894-54.7% | $60,874-68.1% | $68,494-71.6% |
| Participation rate | 13.3% | 66.8%-53.5pp | 73.1%-59.9pp | 67.9%-54.6pp |
| Annual return | -17.43% | -13.98%-3.4pp | 16.90%-34.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $558 | $2,867-80.6% | $3,817-85.4% | $4,027-86.2% |
| Admin fee / account holder | $5,725 | $3,101+84.6% | $3,224+77.6% | $5,403+6.0% |