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 | $92,341 | $50,958+81.2% | $74,550+23.9% | $64,186+43.9% |
| Participation rate | 29.4% | 61.1%-31.6pp | 69.1%-39.7pp | 69.6%-40.2pp |
| Annual return | -0.73% | -1.86%+1.1pp | 32.53%-33.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $219 | $1,115-80.4% | $1,961-88.8% | $2,381-90.8% |
| Participant deferral / active EE | $648 | $2,301-71.9% | $3,108-79.2% | $3,470-81.3% |
| Admin fee / account holder | $1,040 | $4,223-75.4% | $5,060-79.4% | $4,888-78.7% |