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 | $24,281 | $46,674-48.0% | $117,472-79.3% | $68,494-64.5% |
| Participation rate | 15.0% | 56.8%-41.8pp | 70.6%-55.6pp | 67.9%-52.9pp |
| Annual return | -18.67% | -14.52%-4.2pp | 29.74%-48.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $359 | $1,505-76.1% | $4,176-91.4% | $2,596-86.2% |
| Participant deferral / active EE | $847 | $2,636-67.9% | $4,070-79.2% | $4,027-79.0% |
| Admin fee / account holder | $1,147 | $4,020-71.5% | $5,645-79.7% | $5,403-78.8% |