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 | $20,239 | $73,867-72.6% | $143,757-85.9% | $68,494-70.5% |
| Participation rate | 28.0% | 66.7%-38.6pp | 80.3%-52.3pp | 67.9%-39.8pp |
| Annual return | -19.25% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $841 | $3,184-73.6% | $4,951-83.0% | $2,596-67.6% |
| Participant deferral / active EE | $794 | $3,384-76.5% | $5,637-85.9% | $4,027-80.3% |
| Admin fee / account holder | $740 | $5,755-87.1% | $14,673-95.0% | $5,403-86.3% |