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 | $26,888 | $73,004-63.2% | $90,749-70.4% | $68,494-60.7% |
| Participation rate | 53.8% | 70.8%-17.0pp | 75.7%-21.8pp | 67.9%-14.0pp |
| Annual return | -10.76% | -13.81%+3.0pp | -12.16%+1.4pp | -7.84%-2.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $628 | $3,627-82.7% | $4,564-86.2% | $4,027-84.4% |
| Admin fee / account holder | $3,242 | $5,896-45.0% | $8,445-61.6% | $5,403-40.0% |