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 | $39,633 | $92,703-57.2% | $82,719-52.1% | $134,475-70.5% |
| Participation rate | 18.8% | 75.2%-56.4pp | 72.6%-53.8pp | 81.2%-62.5pp |
| Annual return | -12.50% | 944.92%-957.4pp | 701.18%-713.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $458 | $3,274-86.0% | $3,009-84.8% | $4,740-90.3% |
| Participant deferral / active EE | $740 | $4,802-84.6% | $4,395-83.2% | $6,400-88.4% |
| Admin fee / account holder | $384 | $5,983-93.6% | $5,329-92.8% | $11,426-96.6% |