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 | $29,058 | $59,107-50.8% | $86,436-66.4% | $68,494-57.6% |
| Participation rate | 55.6% | 75.2%-19.7pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -12.61% | -0.23%-12.4pp | 4394.89%-4407.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,143 | $2,519-54.6% | $3,769-69.7% | $2,596-56.0% |
| Participant deferral / active EE | $1,410 | $5,901-76.1% | $6,952-79.7% | $4,027-65.0% |
| Admin fee / account holder | $2,909 | $5,637-48.4% | $6,731-56.8% | $5,403-46.2% |