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 | $25,218 | $41,854-39.7% | $73,843-65.8% | $52,331-51.8% |
| Participation rate | 66.5% | 66.2%+0.2pp | 73.4%-7.0pp | 68.1%-1.6pp |
| Annual return | -0.79% | 2.11%-2.9pp | 2267.84%-2268.6pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,581 | $1,920-17.7% | $2,787-43.3% | $1,882-16.0% |
| Participant deferral / active EE | $583 | $2,498-76.7% | $3,583-83.7% | $3,022-80.7% |
| Admin fee / account holder | $977 | $493+98.4% | $4,880-80.0% | $592+65.2% |