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 | $80,858 | $59,805+35.2% | $79,550+1.6% | $68,494+18.1% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.5%-10.7pp | 67.9%-9.1pp |
| Annual return | -15.68% | -12.30%-3.4pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $721 | $1,505-52.1% | $2,413-70.1% | $2,596-72.2% |
| Participant deferral / active EE | $780 | $3,024-74.2% | $3,985-80.4% | $4,027-80.6% |
| Admin fee / account holder | $806 | $4,835-83.3% | $6,832-88.2% | $5,403-85.1% |