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 | $16,577 | $46,674-64.5% | $117,472-85.9% | $68,494-75.8% |
| Participation rate | 3.8% | 56.8%-52.9pp | 70.6%-66.7pp | 67.9%-64.0pp |
| Annual return | -17.05% | -14.52%-2.5pp | 29.74%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $127 | $2,636-95.2% | $4,070-96.9% | $4,027-96.8% |
| Admin fee / account holder | $12,021 | $4,020+199.0% | $5,645+113.0% | $5,403+122.5% |