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 | $22,567 | $57,354-60.7% | $83,848-73.1% | $64,186-64.8% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-21.0pp | 69.6%-14.4pp |
| Annual return | -1.76% | 11.38%-13.1pp | 850.88%-852.6pp | 7.63%-9.4pp |
| Employer contribution / active EE | $6,224 | $2,545+144.5% | $3,631+71.4% | $2,381+161.4% |
| Participant deferral / active EE | $93 | $2,993-96.9% | $4,082-97.7% | $3,470-97.3% |
| Admin fee / account holder | $21,699 | $4,046+436.4% | $5,478+296.1% | $4,888+343.9% |