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 | $40,954 | $81,900-50.0% | $119,609-65.8% | $68,494-40.2% |
| Participation rate | 37.5% | 71.9%-34.4pp | 79.3%-41.8pp | 67.9%-30.4pp |
| Annual return | -17.59% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $910 | $2,693-66.2% | $4,232-78.5% | $2,596-64.9% |
| Participant deferral / active EE | $1,500 | $4,148-63.8% | $5,602-73.2% | $4,027-62.7% |
| Admin fee / account holder | $7,020 | $6,582+6.7% | $10,323-32.0% | $5,403+29.9% |