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 | $42,204 | $62,586-32.6% | $76,768-45.0% | $64,186-34.2% |
| Participation rate | 47.5% | 72.8%-25.3pp | 77.0%-29.5pp | 69.6%-22.1pp |
| Annual return | -4.86% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $613 | $1,832-66.6% | $2,485-75.3% | $2,381-74.3% |
| Participant deferral / active EE | $1,092 | $3,145-65.3% | $3,852-71.6% | $3,470-68.5% |
| Admin fee / account holder | $4,189 | $4,667-10.2% | $6,675-37.2% | $4,888-14.3% |