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 4-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 | $11,719 | $53,162-78.0% | $91,220-87.2% | $68,494-82.9% |
| Participation rate | 29.2% | 63.2%-34.0pp | 73.2%-44.0pp | 67.9%-38.7pp |
| Annual return | -19.00% | -3.14%-15.9pp | 114.01%-133.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $503 | $1,709-70.6% | $2,850-82.4% | $2,596-80.6% |
| Participant deferral / active EE | $1,007 | $2,974-66.1% | $4,234-76.2% | $4,027-75.0% |
| Admin fee / account holder | $1,044 | $4,493-76.8% | $5,420-80.7% | $5,403-80.7% |