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 3-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 | $74,952 | $92,703-19.1% | $82,719-9.4% | $134,475-44.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.75% | 944.92%-961.7pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $520 | $3,274-84.1% | $3,009-82.7% | $4,740-89.0% |
| Participant deferral / active EE | $640 | $4,802-86.7% | $4,395-85.4% | $6,400-90.0% |
| Admin fee / account holder | $597 | $5,983-90.0% | $5,329-88.8% | $11,426-94.8% |