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 | $51,903 | $142,344-63.5% | $119,609-56.6% | $134,475-61.4% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -11.33% | -12.44%+1.1pp | -14.97%+3.6pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,163 | $5,222-77.7% | $4,232-72.5% | $4,740-75.5% |
| Participant deferral / active EE | $1,924 | $6,469-70.3% | $5,602-65.7% | $6,400-69.9% |
| Admin fee / account holder | $1,390 | $13,584-89.8% | $10,323-86.5% | $11,426-87.8% |