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 | $135,158 | $140,588-3.9% | $123,104+9.8% | $125,391+7.8% |
| Participation rate | 56.3% | 88.2%-31.9pp | 86.8%-30.5pp | 83.2%-26.9pp |
| Annual return | -1.40% | 16.80%-18.2pp | 13.22%-14.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,712 | $6,980-75.5% | $6,230-72.5% | $5,352-68.0% |
| Admin fee / account holder | $5,823 | $11,198-48.0% | $9,015-35.4% | $9,540-39.0% |