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 | $21,755 | $46,674-53.4% | $117,472-81.5% | $68,494-68.2% |
| Participation rate | 36.7% | 56.8%-20.0pp | 70.6%-33.9pp | 67.9%-31.2pp |
| Annual return | -12.29% | -14.52%+2.2pp | 29.74%-42.0pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,087 | $1,505-27.8% | $4,176-74.0% | $2,596-58.1% |
| Participant deferral / active EE | $223 | $2,636-91.6% | $4,070-94.5% | $4,027-94.5% |
| Admin fee / account holder | $1,724 | $4,020-57.1% | $5,645-69.5% | $5,403-68.1% |