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 | $32,326 | $73,867-56.2% | $143,757-77.5% | $68,494-52.8% |
| Participation rate | 48.9% | 66.7%-17.8pp | 80.3%-31.4pp | 67.9%-19.0pp |
| Annual return | -11.24% | 1.01%-12.3pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $528 | $3,184-83.4% | $4,951-89.3% | $2,596-79.7% |
| Participant deferral / active EE | $577 | $3,384-82.9% | $5,637-89.8% | $4,027-85.7% |
| Admin fee / account holder | $2,677 | $5,755-53.5% | $14,673-81.8% | $5,403-50.5% |