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 8-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 | $25,075 | $59,107-57.6% | $86,436-71.0% | $68,494-63.4% |
| Participation rate | 16.4% | 75.2%-58.8pp | 80.3%-63.9pp | 67.9%-51.5pp |
| Annual return | -17.50% | -0.23%-17.3pp | 4394.89%-4412.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $587 | $2,519-76.7% | $3,769-84.4% | $2,596-77.4% |
| Participant deferral / active EE | $736 | $5,901-87.5% | $6,952-89.4% | $4,027-81.7% |
| Admin fee / account holder | $4,922 | $5,637-12.7% | $6,731-26.9% | $5,403-8.9% |