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 | $19,612 | $42,383-53.7% | $76,523-74.4% | $64,186-69.4% |
| Participation rate | 30.8% | 58.1%-27.4pp | 68.0%-37.2pp | 69.6%-38.8pp |
| Annual return | -6.75% | -16.54%+9.8pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $235 | $1,563-85.0% | $2,647-91.1% | $2,381-90.1% |
| Participant deferral / active EE | $599 | $2,566-76.7% | $3,835-84.4% | $3,470-82.7% |
| Admin fee / account holder | $403 | $3,198-87.4% | $4,848-91.7% | $4,888-91.8% |