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 | $22,559 | $73,867-69.5% | $143,757-84.3% | $68,494-67.1% |
| Participation rate | 12.0% | 66.7%-54.7pp | 80.3%-68.3pp | 67.9%-55.9pp |
| Annual return | -17.86% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $448 | $3,384-86.8% | $5,637-92.0% | $4,027-88.9% |
| Admin fee / account holder | $11,684 | $5,755+103.0% | $14,673-20.4% | $5,403+116.3% |