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 | $18,971 | $100,754-81.2% | $86,677-78.1% | $134,475-85.9% |
| Participation rate | 12.5% | 78.9%-66.4pp | 76.6%-64.1pp | 81.2%-68.7pp |
| Annual return | -16.71% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $281 | $5,338-94.7% | $4,656-94.0% | $6,400-95.6% |
| Admin fee / account holder | $4,477 | $10,926-59.0% | $7,493-40.3% | $11,426-60.8% |