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 | $19,010 | $44,103-56.9% | $75,826-74.9% | $64,186-70.4% |
| Participation rate | 14.0% | 62.7%-48.8pp | 68.2%-54.3pp | 69.6%-55.6pp |
| Annual return | -3.35% | -4.72%+1.4pp | 1914.15%-1917.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $313 | $1,446-78.4% | $1,913-83.6% | $2,381-86.9% |
| Participant deferral / active EE | $459 | $2,204-79.2% | $2,862-84.0% | $3,470-86.8% |
| Admin fee / account holder | $1,486 | $3,506-57.6% | $4,726-68.6% | $4,888-69.6% |