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 | $42,611 | $82,664-48.5% | $125,339-66.0% | $68,494-37.8% |
| Participation rate | 52.7% | 75.0%-22.3pp | 82.4%-29.6pp | 67.9%-15.1pp |
| Annual return | -17.03% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $790 | $3,381-76.6% | $4,814-83.6% | $2,596-69.6% |
| Participant deferral / active EE | $836 | $6,110-86.3% | $7,446-88.8% | $4,027-79.2% |
| Admin fee / account holder | $1,089 | $6,275-82.6% | $10,010-89.1% | $5,403-79.8% |