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 | $59,798 | $64,707-7.6% | $112,228-46.7% | $68,494-12.7% |
| Participation rate | 24.2% | 67.2%-42.9pp | 75.1%-50.8pp | 67.9%-43.6pp |
| Annual return | -17.01% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $315 | $3,565-91.2% | $4,728-93.3% | $4,027-92.2% |
| Admin fee / account holder | $10,565 | $5,232+101.9% | $6,410+64.8% | $5,403+95.5% |