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 | $87,100 | $48,265+80.5% | $68,791+26.6% | $68,494+27.2% |
| Participation rate | 23.9% | 60.7%-36.8pp | 69.0%-45.1pp | 67.9%-44.0pp |
| Annual return | -15.03% | -12.71%-2.3pp | -6.38%-8.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $412 | $1,829-77.4% | $2,655-84.5% | $2,596-84.1% |
| Participant deferral / active EE | $495 | $2,867-82.7% | $3,941-87.4% | $4,027-87.7% |
| Admin fee / account holder | $56,329 | $4,355+1193.3% | $4,932+1042.2% | $5,403+942.6% |