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 | $30,797 | $59,805-48.5% | $79,550-61.3% | $68,494-55.0% |
| Participation rate | 47.4% | 61.1%-13.7pp | 69.5%-22.1pp | 67.9%-20.5pp |
| Annual return | -18.20% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $326 | $1,505-78.3% | $2,413-86.5% | $2,596-87.4% |
| Participant deferral / active EE | $1,114 | $3,024-63.2% | $3,985-72.0% | $4,027-72.3% |
| Admin fee / account holder | $8,132 | $4,835+68.2% | $6,832+19.0% | $5,403+50.5% |