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 | $53,606 | $64,707-17.2% | $112,228-52.2% | $68,494-21.7% |
| Participation rate | 44.7% | 67.2%-22.4pp | 75.1%-30.3pp | 67.9%-23.2pp |
| Annual return | -11.48% | -11.40%-0.1pp | 27.45%-38.9pp | -7.84%-3.6pp |
| Employer contribution / active EE | $906 | $2,746-67.0% | $3,635-75.1% | $2,596-65.1% |
| Participant deferral / active EE | $1,418 | $3,565-60.2% | $4,728-70.0% | $4,027-64.8% |
| Admin fee / account holder | $1,065 | $5,232-79.6% | $6,410-83.4% | $5,403-80.3% |