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 | $17,836 | $54,350-67.2% | $82,719-78.4% | $68,494-74.0% |
| Participation rate | 30.0% | 63.9%-33.9pp | 72.6%-42.6pp | 67.9%-37.9pp |
| Annual return | -13.20% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $282 | $2,218-87.3% | $3,009-90.6% | $2,596-89.1% |
| Participant deferral / active EE | $464 | $3,246-85.7% | $4,395-89.4% | $4,027-88.5% |
| Admin fee / account holder | $3,636 | $4,395-17.3% | $5,329-31.8% | $5,403-32.7% |