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 | $58,162 | $64,707-10.1% | $112,228-48.2% | $68,494-15.1% |
| Participation rate | 30.8% | 67.2%-36.4pp | 75.1%-44.3pp | 67.9%-37.1pp |
| Annual return | -17.86% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $914 | $2,746-66.7% | $3,635-74.9% | $2,596-64.8% |
| Participant deferral / active EE | $1,409 | $3,565-60.5% | $4,728-70.2% | $4,027-65.0% |
| Admin fee / account holder | $461 | $5,232-91.2% | $6,410-92.8% | $5,403-91.5% |