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 | $57,769 | $71,883-19.6% | $86,677-33.4% | $68,494-15.7% |
| Participation rate | 44.0% | 72.2%-28.2pp | 76.6%-32.6pp | 67.9%-23.9pp |
| Annual return | -11.25% | 3.52%-14.8pp | 35.91%-47.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $668 | $2,173-69.3% | $2,836-76.5% | $2,596-74.3% |
| Participant deferral / active EE | $971 | $3,779-74.3% | $4,656-79.1% | $4,027-75.9% |
| Admin fee / account holder | $33,735 | $6,112+452.0% | $7,493+350.2% | $5,403+524.4% |