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 | $25,939 | $71,883-63.9% | $86,677-70.1% | $68,494-62.1% |
| Participation rate | 34.6% | 72.2%-37.6pp | 76.6%-42.0pp | 67.9%-33.3pp |
| Annual return | -17.83% | 3.52%-21.4pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $943 | $2,173-56.6% | $2,836-66.7% | $2,596-63.7% |
| Participant deferral / active EE | $1,624 | $3,779-57.0% | $4,656-65.1% | $4,027-59.7% |
| Admin fee / account holder | $1,878 | $6,112-69.3% | $7,493-74.9% | $5,403-65.2% |