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 | $40,083 | $54,350-26.3% | $82,719-51.5% | $68,494-41.5% |
| Participation rate | 31.1% | 63.9%-32.8pp | 72.6%-41.4pp | 67.9%-36.7pp |
| Annual return | -18.32% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $470 | $2,218-78.8% | $3,009-84.4% | $2,596-81.9% |
| Participant deferral / active EE | $652 | $3,246-79.9% | $4,395-85.2% | $4,027-83.8% |
| Admin fee / account holder | $1,608 | $4,395-63.4% | $5,329-69.8% | $5,403-70.2% |