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 | $16,644 | $45,863-63.7% | $77,024-78.4% | $68,494-75.7% |
| Participation rate | 29.6% | 55.9%-26.3pp | 67.9%-38.3pp | 67.9%-38.3pp |
| Annual return | -19.05% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $555 | $2,962-81.3% | $4,426-87.5% | $4,027-86.2% |
| Admin fee / account holder | $780 | $3,041-74.4% | $5,425-85.6% | $5,403-85.6% |