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 9-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 | $39,413 | $90,519-56.5% | $93,789-58.0% | $134,475-70.7% |
| Participation rate | 35.7% | 82.0%-46.2pp | 81.0%-45.2pp | 81.2%-45.5pp |
| Annual return | -18.52% | -15.72%-2.8pp | -11.33%-7.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,399 | $4,343-67.8% | $4,323-67.6% | $4,740-70.5% |
| Participant deferral / active EE | $1,706 | $5,978-71.5% | $6,094-72.0% | $6,400-73.3% |
| Admin fee / account holder | $3,638 | $9,252-60.7% | $7,195-49.4% | $11,426-68.2% |