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 | $62,085 | $71,883-13.6% | $86,677-28.4% | $68,494-9.4% |
| Participation rate | 33.3% | 72.2%-38.9pp | 76.6%-43.2pp | 67.9%-34.6pp |
| Annual return | -15.79% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,044 | $3,779-72.4% | $4,656-77.6% | $4,027-74.1% |
| Admin fee / account holder | $7,558 | $6,112+23.7% | $7,493+0.9% | $5,403+39.9% |