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 | $34,593 | $54,726-36.8% | $68,793-49.7% | $64,186-46.1% |
| Participation rate | 20.5% | 68.0%-47.5pp | 72.2%-51.7pp | 69.6%-49.1pp |
| Annual return | -0.57% | -1.62%+1.0pp | -4.63%+4.1pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $740 | $2,626-71.8% | $3,311-77.7% | $3,470-78.7% |
| Admin fee / account holder | $20,859 | $4,027+418.0% | $5,131+306.6% | $4,888+326.7% |