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 | $23,584 | $57,354-58.9% | $83,848-71.9% | $64,186-63.3% |
| Participation rate | 23.8% | 68.6%-44.8pp | 76.1%-52.3pp | 69.6%-45.8pp |
| Annual return | -7.32% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $473 | $2,993-84.2% | $4,082-88.4% | $3,470-86.4% |
| Admin fee / account holder | $304 | $4,046-92.5% | $5,478-94.5% | $4,888-93.8% |