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 | $23,266 | $65,061-64.2% | $143,757-83.8% | $66,914-65.2% |
| Participation rate | 32.4% | 65.2%-32.7pp | 80.3%-47.9pp | 69.8%-37.4pp |
| Annual return | -17.10% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $439 | $2,361-81.4% | $4,951-91.1% | $2,544-82.7% |
| Participant deferral / active EE | $542 | $2,919-81.4% | $5,637-90.4% | $4,237-87.2% |
| Admin fee / account holder | $1,893 | $502+277.2% | $14,673-87.1% | $593+219.2% |