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 5-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 | $19,966 | $73,867-73.0% | $143,757-86.1% | $68,494-70.9% |
| Participation rate | 56.6% | 66.7%-10.0pp | 80.3%-23.7pp | 67.9%-11.3pp |
| Annual return | -16.65% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $683 | $3,184-78.6% | $4,951-86.2% | $2,596-73.7% |
| Participant deferral / active EE | $778 | $3,384-77.0% | $5,637-86.2% | $4,027-80.7% |
| Admin fee / account holder | $2,519 | $5,755-56.2% | $14,673-82.8% | $5,403-53.4% |