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 | $36,731 | $50,958-27.9% | $74,550-50.7% | $64,186-42.8% |
| Participation rate | 38.9% | 61.1%-22.2pp | 69.1%-30.3pp | 69.6%-30.7pp |
| Annual return | -5.55% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $874 | $2,301-62.0% | $3,108-71.9% | $3,470-74.8% |
| Admin fee / account holder | $1,187 | $4,223-71.9% | $5,060-76.5% | $4,888-75.7% |