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 | $31,754 | $77,813-59.2% | $123,544-74.3% | $64,186-50.5% |
| Participation rate | 47.5% | 74.7%-27.3pp | 82.3%-34.8pp | 69.6%-22.1pp |
| Annual return | -4.23% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $963 | $3,014-68.0% | $4,628-79.2% | $2,381-59.5% |
| Participant deferral / active EE | $1,610 | $5,240-69.3% | $6,426-74.9% | $3,470-53.6% |
| Admin fee / account holder | $2,664 | $5,519-51.7% | $9,284-71.3% | $4,888-45.5% |