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 9-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 | $37,708 | $50,958-26.0% | $74,550-49.4% | $64,186-41.3% |
| Participation rate | 34.0% | 61.1%-27.0pp | 69.1%-35.1pp | 69.6%-35.5pp |
| Annual return | -2.73% | -1.86%-0.9pp | 32.53%-35.3pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,027 | $1,115+171.4% | $1,961+54.4% | $2,381+27.1% |
| Participant deferral / active EE | $427 | $2,301-81.5% | $3,108-86.3% | $3,470-87.7% |
| Admin fee / account holder | $890 | $4,223-78.9% | $5,060-82.4% | $4,888-81.8% |