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 | $24,788 | $71,883-65.5% | $86,677-71.4% | $68,494-63.8% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -8.82% | 3.52%-12.3pp | 35.91%-44.7pp | -7.84%-1.0pp |
| Employer contribution / active EE | $976 | $2,173-55.1% | $2,836-65.6% | $2,596-62.4% |
| Participant deferral / active EE | $1,246 | $3,779-67.0% | $4,656-73.2% | $4,027-69.1% |
| Admin fee / account holder | $3,380 | $6,112-44.7% | $7,493-54.9% | $5,403-37.4% |