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 | $49,303 | $59,805-17.6% | $79,550-38.0% | $68,494-28.0% |
| Participation rate | 51.2% | 61.1%-9.8pp | 69.5%-18.3pp | 67.9%-16.7pp |
| Annual return | -12.87% | -12.30%-0.6pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $458 | $1,505-69.6% | $2,413-81.0% | $2,596-82.4% |
| Participant deferral / active EE | $1,076 | $3,024-64.4% | $3,985-73.0% | $4,027-73.3% |
| Admin fee / account holder | $1,942 | $4,835-59.8% | $6,832-71.6% | $5,403-64.1% |