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 | $32,154 | $50,958-36.9% | $74,550-56.9% | $64,186-49.9% |
| Participation rate | 34.4% | 61.1%-26.7pp | 69.1%-34.8pp | 69.6%-35.2pp |
| Annual return | -5.78% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $438 | $1,115-60.7% | $1,961-77.7% | $2,381-81.6% |
| Participant deferral / active EE | $705 | $2,301-69.3% | $3,108-77.3% | $3,470-79.7% |
| Admin fee / account holder | $5,203 | $4,223+23.2% | $5,060+2.8% | $4,888+6.4% |