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 | $13,609 | $73,867-81.6% | $143,757-90.5% | $68,494-80.1% |
| Participation rate | 49.0% | 66.7%-17.6pp | 80.3%-31.3pp | 67.9%-18.9pp |
| Annual return | -4.43% | 1.01%-5.4pp | -0.04%-4.4pp | -7.84%+3.4pp |
| Employer contribution / active EE | $965 | $3,184-69.7% | $4,951-80.5% | $2,596-62.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $709 | $5,755-87.7% | $14,673-95.2% | $5,403-86.9% |