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 | $29,707 | $73,867-59.8% | $143,757-79.3% | $68,494-56.6% |
| Participation rate | 40.5% | 66.7%-26.1pp | 80.3%-39.8pp | 67.9%-27.4pp |
| Annual return | -10.21% | 1.01%-11.2pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $895 | $3,184-71.9% | $4,951-81.9% | $2,596-65.5% |
| Participant deferral / active EE | $775 | $3,384-77.1% | $5,637-86.3% | $4,027-80.8% |
| Admin fee / account holder | $2,689 | $5,755-53.3% | $14,673-81.7% | $5,403-50.2% |