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 | $63,908 | $90,519-29.4% | $93,789-31.9% | $134,475-52.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 81.0%-21.0pp | 81.2%-21.2pp |
| Annual return | -2.85% | -15.72%+12.9pp | -11.33%+8.5pp | 417.96%-420.8pp |
| Employer contribution / active EE | $3,347 | $4,343-22.9% | $4,323-22.6% | $4,740-29.4% |
| Participant deferral / active EE | $928 | $5,978-84.5% | $6,094-84.8% | $6,400-85.5% |
| Admin fee / account holder | $56,295 | $9,252+508.5% | $7,195+682.4% | $11,426+392.7% |