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 | $38,342 | $62,586-38.7% | $76,768-50.1% | $64,186-40.3% |
| Participation rate | 53.8% | 72.8%-19.0pp | 77.0%-23.1pp | 69.6%-15.7pp |
| Annual return | -4.72% | -1.95%-2.8pp | 2.43%-7.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $812 | $1,832-55.7% | $2,485-67.3% | $2,381-65.9% |
| Participant deferral / active EE | $1,057 | $3,145-66.4% | $3,852-72.5% | $3,470-69.5% |
| Admin fee / account holder | $3,709 | $4,667-20.5% | $6,675-44.4% | $4,888-24.1% |