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 | $27,805 | $64,707-57.0% | $112,228-75.2% | $68,494-59.4% |
| Participation rate | 55.1% | 67.2%-12.1pp | 75.1%-20.0pp | 67.9%-12.8pp |
| Annual return | -15.70% | -11.40%-4.3pp | 27.45%-43.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,519 | $2,746-44.7% | $3,635-58.2% | $2,596-41.5% |
| Participant deferral / active EE | $1,489 | $3,565-58.2% | $4,728-68.5% | $4,027-63.0% |
| Admin fee / account holder | $2,995 | $5,232-42.8% | $6,410-53.3% | $5,403-44.6% |