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 | $12,457 | $73,867-83.1% | $143,757-91.3% | $68,494-81.8% |
| Participation rate | 25.6% | 66.7%-41.0pp | 80.3%-54.7pp | 67.9%-42.3pp |
| Annual return | -16.16% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $570 | $3,384-83.2% | $5,637-89.9% | $4,027-85.8% |
| Admin fee / account holder | $951 | $5,755-83.5% | $14,673-93.5% | $5,403-82.4% |