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 | $45,961 | $87,540-47.5% | $75,781-39.4% | $125,391-63.3% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -0.68% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $658 | $3,930-83.3% | $3,323-80.2% | $4,866-86.5% |
| Participant deferral / active EE | $680 | $4,229-83.9% | $3,651-81.4% | $5,352-87.3% |
| Admin fee / account holder | $54,440 | $6,502+737.3% | $5,299+927.3% | $9,540+470.6% |