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 | $33,523 | $59,805-43.9% | $79,550-57.9% | $68,494-51.1% |
| Participation rate | 9.7% | 61.1%-51.4pp | 69.5%-59.8pp | 67.9%-58.2pp |
| Annual return | -14.40% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $486 | $1,505-67.7% | $2,413-79.8% | $2,596-81.3% |
| Participant deferral / active EE | $605 | $3,024-80.0% | $3,985-84.8% | $4,027-85.0% |
| Admin fee / account holder | $565 | $4,835-88.3% | $6,832-91.7% | $5,403-89.5% |