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 | $27,782 | $61,660-54.9% | $80,019-65.3% | $64,186-56.7% |
| Participation rate | 21.7% | 71.7%-50.0pp | 75.8%-54.1pp | 69.6%-47.8pp |
| Annual return | -2.89% | -0.33%-2.6pp | 11.22%-14.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $775 | $1,810-57.2% | $2,468-68.6% | $2,381-67.4% |
| Participant deferral / active EE | $816 | $2,968-72.5% | $3,686-77.9% | $3,470-76.5% |
| Admin fee / account holder | $17,972 | $5,417+231.8% | $6,521+175.6% | $4,888+267.7% |