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 | $32,143 | $50,958-36.9% | $74,550-56.9% | $64,186-49.9% |
| Participation rate | 66.2% | 61.1%+5.1pp | 69.1%-2.9pp | 69.6%-3.4pp |
| Annual return | -7.22% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $537 | $1,115-51.9% | $1,961-72.6% | $2,381-77.4% |
| Participant deferral / active EE | $932 | $2,301-59.5% | $3,108-70.0% | $3,470-73.1% |
| Admin fee / account holder | $1,550 | $4,223-63.3% | $5,060-69.4% | $4,888-68.3% |