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 | $51,814 | $54,380-4.7% | $68,509-24.4% | $59,632-13.1% |
| Participation rate | 39.1% | 70.2%-31.1pp | 74.7%-35.6pp | 68.7%-29.5pp |
| Annual return | 0.27% | 2.83%-2.6pp | 8.27%-8.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $585 | $1,539-62.0% | $2,278-74.3% | $2,203-73.4% |
| Participant deferral / active EE | $1,056 | $2,643-60.1% | $3,382-68.8% | $3,192-66.9% |
| Admin fee / account holder | $450 | $3,885-88.4% | $5,275-91.5% | $4,297-89.5% |