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 10-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 | $53,546 | $142,344-62.4% | $119,609-55.2% | $134,475-60.2% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -12.10% | -12.44%+0.3pp | -14.97%+2.9pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,203 | $5,222-77.0% | $4,232-71.6% | $4,740-74.6% |
| Participant deferral / active EE | $1,556 | $6,469-75.9% | $5,602-72.2% | $6,400-75.7% |
| Admin fee / account holder | $2,969 | $13,584-78.1% | $10,323-71.2% | $11,426-74.0% |