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 | $18,633 | $54,350-65.7% | $82,719-77.5% | $68,494-72.8% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -13.93% | -13.67%-0.3pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,037 | $2,218-53.2% | $3,009-65.5% | $2,596-60.0% |
| Participant deferral / active EE | $505 | $3,246-84.4% | $4,395-88.5% | $4,027-87.5% |
| Admin fee / account holder | $808 | $4,395-81.6% | $5,329-84.8% | $5,403-85.0% |