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 | $49,356 | $79,633-38.0% | $93,789-47.4% | $68,494-27.9% |
| Participation rate | 27.3% | 75.4%-48.1pp | 81.0%-53.7pp | 67.9%-40.6pp |
| Annual return | -18.47% | -0.10%-18.4pp | -11.33%-7.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,019 | $5,158-80.2% | $6,094-83.3% | $4,027-74.7% |
| Admin fee / account holder | $742 | $6,871-89.2% | $7,195-89.7% | $5,403-86.3% |