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 | $14,014 | $49,177-71.5% | $79,464-82.4% | $64,186-78.2% |
| Participation rate | 65.6% | 65.0%+0.5pp | 73.3%-7.8pp | 69.6%-4.0pp |
| Annual return | -4.76% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,166 | $2,076-43.8% | $2,800-58.3% | $2,381-51.0% |
| Participant deferral / active EE | $546 | $2,821-80.6% | $3,704-85.3% | $3,470-84.3% |
| Admin fee / account holder | $1,798 | $3,839-53.2% | $5,113-64.8% | $4,888-63.2% |