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 | $22,770 | $45,863-50.4% | $77,024-70.4% | $68,494-66.8% |
| Participation rate | 10.0% | 55.9%-45.9pp | 67.9%-57.9pp | 67.9%-57.9pp |
| Annual return | -16.33% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $528 | $2,962-82.2% | $4,426-88.1% | $4,027-86.9% |
| Admin fee / account holder | $2,757 | $3,041-9.3% | $5,425-49.2% | $5,403-49.0% |