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 | $55,363 | $167,484-66.9% | $151,611-63.5% | $134,475-58.8% |
| Participation rate | 58.8% | 88.4%-29.6pp | 87.5%-28.7pp | 81.2%-22.4pp |
| Annual return | -16.66% | 7.80%-24.5pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,101 | $8,986-76.6% | $8,363-74.9% | $6,400-67.2% |
| Admin fee / account holder | $12,480 | $13,783-9.5% | $11,616+7.4% | $11,426+9.2% |