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 | $41,742 | $57,354-27.2% | $83,848-50.2% | $64,186-35.0% |
| Participation rate | 39.6% | 68.6%-29.0pp | 76.1%-36.5pp | 69.6%-29.9pp |
| Annual return | -6.35% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $614 | $2,993-79.5% | $4,082-85.0% | $3,470-82.3% |
| Admin fee / account holder | $2,335 | $4,046-42.3% | $5,478-57.4% | $4,888-52.2% |