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 | $164,747 | $59,805+175.5% | $79,550+107.1% | $68,494+140.5% |
| Participation rate | 28.4% | 61.1%-32.6pp | 69.5%-41.1pp | 67.9%-39.5pp |
| Annual return | -14.92% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $409 | $1,505-72.8% | $2,413-83.1% | $2,596-84.3% |
| Participant deferral / active EE | $625 | $3,024-79.3% | $3,985-84.3% | $4,027-84.5% |
| Admin fee / account holder | $6,999 | $4,835+44.8% | $6,832+2.4% | $5,403+29.5% |