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 | $48,663 | $45,863+6.1% | $77,024-36.8% | $68,494-29.0% |
| Participation rate | 52.0% | 55.9%-3.9pp | 67.9%-15.9pp | 67.9%-15.9pp |
| Annual return | -9.12% | 1.72%-10.8pp | 42.32%-51.4pp | -7.84%-1.3pp |
| Employer contribution / active EE | $469 | $1,650-71.6% | $2,812-83.3% | $2,596-81.9% |
| Participant deferral / active EE | $741 | $2,962-75.0% | $4,426-83.3% | $4,027-81.6% |
| Admin fee / account holder | $4,419 | $3,041+45.3% | $5,425-18.5% | $5,403-18.2% |