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 | $48,640 | $82,664-41.2% | $125,339-61.2% | $68,494-29.0% |
| Participation rate | 67.9% | 75.0%-7.1pp | 82.4%-14.4pp | 67.9%0pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,090 | $3,381-67.7% | $4,814-77.3% | $2,596-58.0% |
| Participant deferral / active EE | $2,004 | $6,110-67.2% | $7,446-73.1% | $4,027-50.2% |
| Admin fee / account holder | $4,565 | $6,275-27.3% | $10,010-54.4% | $5,403-15.5% |