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 | $38,332 | $57,354-33.2% | $83,848-54.3% | $64,186-40.3% |
| Participation rate | 53.1% | 68.6%-15.5pp | 76.1%-23.0pp | 69.6%-16.4pp |
| Annual return | -3.33% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $526 | $2,993-82.4% | $4,082-87.1% | $3,470-84.8% |
| Admin fee / account holder | $2,301 | $4,046-43.1% | $5,478-58.0% | $4,888-52.9% |