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 | $27,184 | $90,519-70.0% | $93,789-71.0% | $134,475-79.8% |
| Participation rate | 37.5% | 82.0%-44.5pp | 81.0%-43.5pp | 81.2%-43.7pp |
| Annual return | -10.04% | -15.72%+5.7pp | -11.33%+1.3pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,663 | $4,343-61.7% | $4,323-61.5% | $4,740-64.9% |
| Participant deferral / active EE | $1,792 | $5,978-70.0% | $6,094-70.6% | $6,400-72.0% |
| Admin fee / account holder | $51,054 | $9,252+451.8% | $7,195+609.6% | $11,426+346.8% |