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 | $79,841 | $71,883+11.1% | $86,677-7.9% | $68,494+16.6% |
| Participation rate | 40.5% | 72.2%-31.7pp | 76.6%-36.0pp | 67.9%-27.3pp |
| Annual return | -12.43% | 3.52%-16.0pp | 35.91%-48.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $759 | $2,173-65.1% | $2,836-73.3% | $2,596-70.8% |
| Participant deferral / active EE | $1,077 | $3,779-71.5% | $4,656-76.9% | $4,027-73.3% |
| Admin fee / account holder | $76,839 | $6,112+1157.2% | $7,493+925.4% | $5,403+1322.2% |