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 6-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 | $30,524 | $64,707-52.8% | $112,228-72.8% | $68,494-55.4% |
| Participation rate | 28.3% | 67.2%-38.9pp | 75.1%-46.8pp | 67.9%-39.6pp |
| Annual return | -17.89% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,059 | $2,746-61.4% | $3,635-70.9% | $2,596-59.2% |
| Participant deferral / active EE | $1,340 | $3,565-62.4% | $4,728-71.7% | $4,027-66.7% |
| Admin fee / account holder | $8,361 | $5,232+59.8% | $6,410+30.4% | $5,403+54.8% |