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 | $23,865 | $113,935-79.1% | $94,224-74.7% | $125,391-81.0% |
| Participation rate | 31.3% | 82.9%-51.6pp | 78.8%-47.5pp | 83.2%-51.9pp |
| Annual return | -1.77% | 5.29%-7.1pp | 10.68%-12.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $795 | $4,727-83.2% | $3,587-77.8% | $4,866-83.7% |
| Participant deferral / active EE | $973 | $5,179-81.2% | $4,320-77.5% | $5,352-81.8% |
| Admin fee / account holder | $1,071 | $8,391-87.2% | $6,269-82.9% | $9,540-88.8% |