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 | $16,828 | $73,867-77.2% | $143,757-88.3% | $68,494-75.4% |
| Participation rate | 29.8% | 66.7%-36.8pp | 80.3%-50.5pp | 67.9%-38.1pp |
| Annual return | -18.57% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $428 | $3,184-86.6% | $4,951-91.4% | $2,596-83.5% |
| Participant deferral / active EE | $875 | $3,384-74.1% | $5,637-84.5% | $4,027-78.3% |
| Admin fee / account holder | $21,763 | $5,755+278.2% | $14,673+48.3% | $5,403+302.8% |