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 | $43,492 | $73,867-41.1% | $143,757-69.7% | $68,494-36.5% |
| Participation rate | 36.4% | 66.7%-30.3pp | 80.3%-43.9pp | 67.9%-31.5pp |
| Annual return | -5.94% | 1.01%-7.0pp | -0.04%-5.9pp | -7.84%+1.9pp |
| Employer contribution / active EE | $526 | $3,184-83.5% | $4,951-89.4% | $2,596-79.7% |
| Participant deferral / active EE | $673 | $3,384-80.1% | $5,637-88.1% | $4,027-83.3% |
| Admin fee / account holder | $6,995 | $5,755+21.5% | $14,673-52.3% | $5,403+29.5% |