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 | $48,753 | $59,107-17.5% | $86,436-43.6% | $68,494-28.8% |
| Participation rate | 31.9% | 75.2%-43.4pp | 80.3%-48.4pp | 67.9%-36.0pp |
| Annual return | -10.73% | -0.23%-10.5pp | 4394.89%-4405.6pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,149 | $2,519-54.4% | $3,769-69.5% | $2,596-55.8% |
| Participant deferral / active EE | $2,124 | $5,901-64.0% | $6,952-69.5% | $4,027-47.3% |
| Admin fee / account holder | $1,735 | $5,637-69.2% | $6,731-74.2% | $5,403-67.9% |