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 | $68,867 | $133,958-48.6% | $112,228-38.6% | $134,475-48.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -13.48% | 47.11%-60.6pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $453 | $5,291-91.4% | $4,728-90.4% | $6,400-92.9% |
| Admin fee / account holder | $2,525 | $7,489-66.3% | $6,410-60.6% | $11,426-77.9% |