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 | $12,146 | $43,327-72.0% | $59,878-79.7% | $64,186-81.1% |
| Participation rate | 20.0% | 69.2%-49.2pp | 74.7%-54.7pp | 69.6%-49.6pp |
| Annual return | -6.57% | -1.55%-5.0pp | 3.46%-10.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $458 | $2,546-82.0% | $3,402-86.5% | $3,470-86.8% |
| Admin fee / account holder | $3,239 | $3,005+7.8% | $3,590-9.8% | $4,888-33.7% |