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 | $75,562 | $100,754-25.0% | $86,677-12.8% | $134,475-43.8% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -18.37% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $751 | $3,489-78.5% | $2,836-73.5% | $4,740-84.1% |
| Participant deferral / active EE | $1,164 | $5,338-78.2% | $4,656-75.0% | $6,400-81.8% |
| Admin fee / account holder | $1,118 | $10,926-89.8% | $7,493-85.1% | $11,426-90.2% |