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 | $24,939 | $27,641-9.8% | $61,373-59.4% | $68,494-63.6% |
| Participation rate | 54.4% | 39.5%+14.9pp | 52.6%+1.8pp | 67.9%-13.5pp |
| Annual return | -10.37% | -13.24%+2.9pp | 338.61%-349.0pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,129 | $695+62.3% | $1,159-2.7% | $2,596-56.5% |
| Participant deferral / active EE | $15 | $1,263-98.8% | $2,125-99.3% | $4,027-99.6% |
| Admin fee / account holder | $24,263 | $2,010+1107.1% | $2,130+1039.3% | $5,403+349.1% |