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 | $29,489 | $73,102-59.7% | $123,544-76.1% | $56,287-47.6% |
| Participation rate | 24.0% | 74.3%-50.3pp | 82.3%-58.3pp | 69.9%-45.9pp |
| Annual return | -6.92% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,329 | $5,423-75.5% | $6,426-79.3% | $3,350-60.3% |
| Admin fee / account holder | $7,573 | $554+1267.7% | $9,284-18.4% | $521+1353.8% |