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 | $30,494 | $54,350-43.9% | $82,719-63.1% | $68,494-55.5% |
| Participation rate | 23.0% | 63.9%-41.0pp | 72.6%-49.6pp | 67.9%-44.9pp |
| Annual return | -14.37% | -13.67%-0.7pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $293 | $2,218-86.8% | $3,009-90.3% | $2,596-88.7% |
| Participant deferral / active EE | $361 | $3,246-88.9% | $4,395-91.8% | $4,027-91.0% |
| Admin fee / account holder | $1,703 | $4,395-61.2% | $5,329-68.0% | $5,403-68.5% |