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 | $41,140 | $54,229-24.1% | $70,092-41.3% | $68,494-39.9% |
| Participation rate | 46.3% | 64.5%-18.1pp | 70.5%-24.1pp | 67.9%-21.5pp |
| Annual return | -18.26% | -13.87%-4.4pp | 190.73%-209.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $490 | $2,018-75.7% | $2,559-80.8% | $2,596-81.1% |
| Participant deferral / active EE | $804 | $2,956-72.8% | $3,849-79.1% | $4,027-80.0% |
| Admin fee / account holder | $1,349 | $4,694-71.3% | $6,267-78.5% | $5,403-75.0% |