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 | $46,373 | $81,900-43.4% | $119,609-61.2% | $68,494-32.3% |
| Participation rate | 41.7% | 71.9%-30.2pp | 79.3%-37.6pp | 67.9%-26.2pp |
| Annual return | -13.10% | -23.82%+10.7pp | -14.97%+1.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $753 | $2,693-72.0% | $4,232-82.2% | $2,596-71.0% |
| Participant deferral / active EE | $1,753 | $4,148-57.7% | $5,602-68.7% | $4,027-56.5% |
| Admin fee / account holder | $6,997 | $6,582+6.3% | $10,323-32.2% | $5,403+29.5% |