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 | $19,128 | $76,000-74.8% | $154,107-87.6% | $64,186-70.2% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -2.48% | 30.32%-32.8pp | 735.12%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $610 | $3,351-81.8% | $5,298-88.5% | $2,381-74.4% |
| Participant deferral / active EE | $758 | $3,175-76.1% | $5,081-85.1% | $3,470-78.2% |
| Admin fee / account holder | $306 | $5,596-94.5% | $13,411-97.7% | $4,888-93.7% |