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 | $34,032 | $73,867-53.9% | $143,757-76.3% | $68,494-50.3% |
| Participation rate | 39.5% | 66.7%-27.1pp | 80.3%-40.8pp | 67.9%-28.4pp |
| Annual return | -15.47% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $765 | $3,184-76.0% | $4,951-84.6% | $2,596-70.5% |
| Participant deferral / active EE | $827 | $3,384-75.6% | $5,637-85.3% | $4,027-79.5% |
| Admin fee / account holder | $2,738 | $5,755-52.4% | $14,673-81.3% | $5,403-49.3% |