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 | $34,193 | $72,404-52.8% | $110,238-69.0% | $64,186-46.7% |
| Participation rate | 52.4% | 73.3%-21.0pp | 79.8%-27.4pp | 69.6%-17.2pp |
| Annual return | -2.82% | -6.29%+3.5pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $788 | $2,282-65.5% | $3,826-79.4% | $2,381-66.9% |
| Participant deferral / active EE | $545 | $3,469-84.3% | $4,672-88.3% | $3,470-84.3% |
| Admin fee / account holder | $17,158 | $5,664+202.9% | $8,547+100.7% | $4,888+251.0% |