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 | $24,486 | $42,894-42.9% | $60,874-59.8% | $68,494-64.3% |
| Participation rate | 51.4% | 66.8%-15.4pp | 73.1%-21.7pp | 67.9%-16.5pp |
| Annual return | -12.90% | -13.98%+1.1pp | 16.90%-29.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $724 | $1,978-63.4% | $2,701-73.2% | $2,596-72.1% |
| Participant deferral / active EE | $724 | $2,867-74.8% | $3,817-81.0% | $4,027-82.0% |
| Admin fee / account holder | $813 | $3,101-73.8% | $3,224-74.8% | $5,403-84.9% |