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 | $32,211 | $82,664-61.0% | $125,339-74.3% | $68,494-53.0% |
| Participation rate | 29.0% | 75.0%-46.0pp | 82.4%-53.3pp | 67.9%-38.9pp |
| Annual return | -14.35% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $793 | $3,381-76.5% | $4,814-83.5% | $2,596-69.4% |
| Participant deferral / active EE | $1,808 | $6,110-70.4% | $7,446-75.7% | $4,027-55.1% |
| Admin fee / account holder | $540 | $6,275-91.4% | $10,010-94.6% | $5,403-90.0% |