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 | $27,835 | $64,707-57.0% | $112,228-75.2% | $68,494-59.4% |
| Participation rate | 48.4% | 67.2%-18.8pp | 75.1%-26.7pp | 67.9%-19.5pp |
| Annual return | -19.31% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $848 | $2,746-69.1% | $3,635-76.7% | $2,596-67.3% |
| Participant deferral / active EE | $1,388 | $3,565-61.1% | $4,728-70.7% | $4,027-65.5% |
| Admin fee / account holder | $392 | $5,232-92.5% | $6,410-93.9% | $5,403-92.7% |