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 | $20,864 | $73,867-71.8% | $143,757-85.5% | $68,494-69.5% |
| Participation rate | 4.7% | 66.7%-61.9pp | 80.3%-75.6pp | 67.9%-63.2pp |
| Annual return | -18.43% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $95 | $3,384-97.2% | $5,637-98.3% | $4,027-97.7% |
| Admin fee / account holder | $963 | $5,755-83.3% | $14,673-93.4% | $5,403-82.2% |