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 | $12,449 | $93,024-86.6% | $77,024-83.8% | $134,475-90.7% |
| Participation rate | 47.6% | 74.5%-26.9pp | 67.9%-20.3pp | 81.2%-33.6pp |
| Annual return | -14.72% | 62.60%-77.3pp | 42.32%-57.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $409 | $3,418-88.0% | $2,812-85.5% | $4,740-91.4% |
| Participant deferral / active EE | $503 | $5,238-90.4% | $4,426-88.6% | $6,400-92.1% |
| Admin fee / account holder | $3,134 | $6,944-54.9% | $5,425-42.2% | $11,426-72.6% |