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 | $40,100 | $50,958-21.3% | $74,550-46.2% | $64,186-37.5% |
| Participation rate | 21.4% | 61.1%-39.6pp | 69.1%-47.7pp | 69.6%-48.1pp |
| Annual return | -4.49% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $479 | $1,115-57.1% | $1,961-75.6% | $2,381-79.9% |
| Participant deferral / active EE | $951 | $2,301-58.7% | $3,108-69.4% | $3,470-72.6% |
| Admin fee / account holder | $23,107 | $4,223+447.2% | $5,060+356.7% | $4,888+372.7% |