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 | $46,859 | $95,862-51.1% | $79,550-41.1% | $134,475-65.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -8.26% | -2.69%-5.6pp | 0.16%-8.4pp | 417.96%-426.2pp |
| Employer contribution / active EE | $913 | $3,128-70.8% | $2,413-62.2% | $4,740-80.7% |
| Participant deferral / active EE | $913 | $4,693-80.6% | $3,985-77.1% | $6,400-85.7% |
| Admin fee / account holder | $378 | $9,126-95.9% | $6,832-94.5% | $11,426-96.7% |