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 10-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 | $24,435 | $57,354-57.4% | $83,848-70.9% | $64,186-61.9% |
| Participation rate | 26.5% | 68.6%-42.1pp | 76.1%-49.7pp | 69.6%-43.1pp |
| Annual return | -1.32% | 11.38%-12.7pp | 850.88%-852.2pp | 7.63%-8.9pp |
| Employer contribution / active EE | $566 | $2,545-77.7% | $3,631-84.4% | $2,381-76.2% |
| Participant deferral / active EE | $989 | $2,993-67.0% | $4,082-75.8% | $3,470-71.5% |
| Admin fee / account holder | $16,737 | $4,046+313.7% | $5,478+205.5% | $4,888+242.4% |