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 | $63,494 | $65,435-3.0% | $86,677-26.7% | $66,914-5.1% |
| Participation rate | 38.0% | 75.5%-37.5pp | 76.6%-38.6pp | 69.8%-31.8pp |
| Annual return | -15.01% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $889 | $2,153-58.7% | $2,836-68.6% | $2,544-65.0% |
| Participant deferral / active EE | $1,823 | $4,100-55.5% | $4,656-60.8% | $4,237-57.0% |
| Admin fee / account holder | $7,454 | $642+1061.9% | $7,493-0.5% | $593+1156.5% |