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 | $78,274 | $81,900-4.4% | $119,609-34.6% | $68,494+14.3% |
| Participation rate | 29.4% | 71.9%-42.5pp | 79.3%-49.8pp | 67.9%-38.5pp |
| Annual return | -18.73% | -23.82%+5.1pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $728 | $2,693-73.0% | $4,232-82.8% | $2,596-72.0% |
| Participant deferral / active EE | $1,486 | $4,148-64.2% | $5,602-73.5% | $4,027-63.1% |
| Admin fee / account holder | $9,064 | $6,582+37.7% | $10,323-12.2% | $5,403+67.8% |