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 | $44,533 | $97,044-54.1% | $83,333-46.6% | $135,375-67.1% |
| Participation rate | 61.5% | 80.4%-18.9pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -3.40% | 12.31%-15.7pp | 10.63%-14.0pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,408 | $4,143-41.9% | $3,379-28.7% | $4,779-49.6% |
| Participant deferral / active EE | $1,581 | $5,964-73.5% | $5,565-71.6% | $5,609-71.8% |
| Admin fee / account holder | $19,814 | $8,380+136.5% | $7,510+163.8% | $10,827+83.0% |