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 | $28,643 | $90,519-68.4% | $93,789-69.5% | $134,475-78.7% |
| Participation rate | 65.0% | 82.0%-17.0pp | 81.0%-16.0pp | 81.2%-16.2pp |
| Annual return | -18.23% | -15.72%-2.5pp | -11.33%-6.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,323 | $4,343-69.5% | $4,323-69.4% | $4,740-72.1% |
| Participant deferral / active EE | $1,866 | $5,978-68.8% | $6,094-69.4% | $6,400-70.8% |
| Admin fee / account holder | $1,889 | $9,252-79.6% | $7,195-73.7% | $11,426-83.5% |