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 | $20,181 | $100,754-80.0% | $86,677-76.7% | $134,475-85.0% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -17.12% | 29.04%-46.2pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,034 | $3,489-70.4% | $2,836-63.6% | $4,740-78.2% |
| Participant deferral / active EE | $1,454 | $5,338-72.8% | $4,656-68.8% | $6,400-77.3% |
| Admin fee / account holder | $8,299 | $10,926-24.0% | $7,493+10.8% | $11,426-27.4% |