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 | $14,966 | $56,484-73.5% | $169,463-91.2% | $64,186-76.7% |
| Participation rate | 48.1% | 64.5%-16.4pp | 77.8%-29.6pp | 69.6%-21.4pp |
| Annual return | -4.27% | -1.55%-2.7pp | 1.83%-6.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $785 | $3,448-77.2% | $5,277-85.1% | $3,470-77.4% |
| Admin fee / account holder | $1,290 | $4,174-69.1% | $9,109-85.8% | $4,888-73.6% |