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 | $15,025 | $91,911-83.7% | $68,793-78.2% | $135,375-88.9% |
| Participation rate | 15.4% | 76.7%-61.4pp | 72.2%-56.8pp | 82.6%-67.3pp |
| Annual return | 0.07% | -8.22%+8.3pp | -4.63%+4.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $202 | $4,315-95.3% | $3,311-93.9% | $5,609-96.4% |
| Admin fee / account holder | $3,840 | $9,240-58.4% | $5,131-25.2% | $10,827-64.5% |