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 | $102,243 | $71,883+42.2% | $86,677+18.0% | $68,494+49.3% |
| Participation rate | 4.3% | 72.2%-68.0pp | 76.6%-72.3pp | 67.9%-63.6pp |
| Annual return | -15.16% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $252 | $3,779-93.3% | $4,656-94.6% | $4,027-93.7% |
| Admin fee / account holder | $1,511 | $6,112-75.3% | $7,493-79.8% | $5,403-72.0% |