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 | $21,988 | $56,199-60.9% | $67,652-67.5% | $59,632-63.1% |
| Participation rate | 46.8% | 71.5%-24.6pp | 75.7%-28.8pp | 68.7%-21.8pp |
| Annual return | -0.42% | 18505.31%-18505.7pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $552 | $1,614-65.8% | $2,266-75.6% | $2,203-74.9% |
| Participant deferral / active EE | $1,179 | $2,844-58.5% | $3,560-66.9% | $3,192-63.0% |
| Admin fee / account holder | $1,325 | $3,958-66.5% | $4,821-72.5% | $4,297-69.2% |