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 | $32,486 | $44,642-27.2% | $91,220-64.4% | $66,914-51.5% |
| Participation rate | 13.0% | 64.9%-51.9pp | 73.2%-60.2pp | 69.8%-56.8pp |
| Annual return | -10.86% | -12.29%+1.4pp | 114.01%-124.9pp | 1.58%-12.4pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $864 | $3,349-74.2% | $4,234-79.6% | $4,237-79.6% |
| Admin fee / account holder | $683 | $521+31.0% | $5,420-87.4% | $593+15.2% |