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 | $83,315 | $73,004+14.1% | $90,749-8.2% | $68,494+21.6% |
| Participation rate | 34.6% | 70.8%-36.2pp | 75.7%-41.1pp | 67.9%-33.3pp |
| Annual return | -12.41% | -13.81%+1.4pp | -12.16%-0.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $584 | $2,193-73.4% | $2,921-80.0% | $2,596-77.5% |
| Participant deferral / active EE | $1,426 | $3,627-60.7% | $4,564-68.8% | $4,027-64.6% |
| Admin fee / account holder | $2,899 | $5,896-50.8% | $8,445-65.7% | $5,403-46.3% |