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 | $26,621 | $93,024-71.4% | $77,024-65.4% | $134,475-80.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -11.56% | 62.60%-74.2pp | 42.32%-53.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $716 | $3,418-79.1% | $2,812-74.5% | $4,740-84.9% |
| Participant deferral / active EE | $716 | $5,238-86.3% | $4,426-83.8% | $6,400-88.8% |
| Admin fee / account holder | $336 | $6,944-95.2% | $5,425-93.8% | $11,426-97.1% |