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 | $10,656 | $73,867-85.6% | $143,757-92.6% | $68,494-84.4% |
| Participation rate | 37.3% | 66.7%-29.4pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | -10.28% | 1.01%-11.3pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $677 | $3,184-78.7% | $4,951-86.3% | $2,596-73.9% |
| Participant deferral / active EE | $331 | $3,384-90.2% | $5,637-94.1% | $4,027-91.8% |
| Admin fee / account holder | $902 | $5,755-84.3% | $14,673-93.9% | $5,403-83.3% |