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 | $21,894 | $73,867-70.4% | $143,757-84.8% | $68,494-68.0% |
| Participation rate | 55.1% | 66.7%-11.6pp | 80.3%-25.2pp | 67.9%-12.8pp |
| Annual return | -15.91% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $544 | $3,184-82.9% | $4,951-89.0% | $2,596-79.0% |
| Participant deferral / active EE | $679 | $3,384-79.9% | $5,637-88.0% | $4,027-83.1% |
| Admin fee / account holder | $815 | $5,755-85.8% | $14,673-94.4% | $5,403-84.9% |