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 7-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 | $12,046 | $45,863-73.7% | $77,024-84.4% | $68,494-82.4% |
| Participation rate | 18.8% | 55.9%-37.2pp | 67.9%-49.2pp | 67.9%-49.1pp |
| Annual return | -19.02% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.2pp |
| Employer contribution / active EE | $563 | $1,650-65.8% | $2,812-80.0% | $2,596-78.3% |
| Participant deferral / active EE | $655 | $2,962-77.9% | $4,426-85.2% | $4,027-83.7% |
| Admin fee / account holder | $5,500 | $3,041+80.9% | $5,425+1.4% | $5,403+1.8% |