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 | $16,090 | $54,350-70.4% | $82,719-80.5% | $68,494-76.5% |
| Participation rate | 55.9% | 63.9%-8.0pp | 72.6%-16.7pp | 67.9%-12.0pp |
| Annual return | -12.32% | -13.67%+1.3pp | 701.18%-713.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $468 | $2,218-78.9% | $3,009-84.4% | $2,596-82.0% |
| Participant deferral / active EE | $508 | $3,246-84.4% | $4,395-88.4% | $4,027-87.4% |
| Admin fee / account holder | $360 | $4,395-91.8% | $5,329-93.2% | $5,403-93.3% |