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 | $31,813 | $52,836-39.8% | $105,738-69.9% | $64,186-50.4% |
| Participation rate | 24.4% | 66.5%-42.1pp | 76.3%-51.9pp | 69.6%-45.1pp |
| Annual return | -5.61% | 14.30%-19.9pp | 6.27%-11.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $823 | $2,545-67.7% | $4,080-79.8% | $3,470-76.3% |
| Admin fee / account holder | $546 | $3,959-86.2% | $6,913-92.1% | $4,888-88.8% |