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 | $128,041 | $59,805+114.1% | $79,550+61.0% | $68,494+86.9% |
| Participation rate | 32.1% | 61.1%-28.9pp | 69.5%-37.3pp | 67.9%-35.7pp |
| Annual return | -16.30% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $657 | $1,505-56.3% | $2,413-72.8% | $2,596-74.7% |
| Participant deferral / active EE | $1,051 | $3,024-65.3% | $3,985-73.6% | $4,027-73.9% |
| Admin fee / account holder | $8,688 | $4,835+79.7% | $6,832+27.2% | $5,403+60.8% |