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 | $14,138 | $49,177-71.3% | $79,464-82.2% | $64,186-78.0% |
| Participation rate | 57.9% | 65.0%-7.1pp | 73.3%-15.5pp | 69.6%-11.7pp |
| Annual return | -7.83% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $426 | $2,821-84.9% | $3,704-88.5% | $3,470-87.7% |
| Admin fee / account holder | $1,481 | $3,839-61.4% | $5,113-71.0% | $4,888-69.7% |