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 | $43,825 | $49,280-11.1% | $67,313-34.9% | $64,186-31.7% |
| Participation rate | 63.0% | 60.8%+2.2pp | 69.1%-6.1pp | 69.6%-6.6pp |
| Annual return | -3.58% | -1.39%-2.2pp | -4.08%+0.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $344 | $2,484-86.2% | $3,568-90.4% | $3,470-90.1% |
| Admin fee / account holder | $466 | $3,863-87.9% | $4,507-89.7% | $4,888-90.5% |