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 | $29,314 | $43,723-33.0% | $121,196-75.8% | $64,186-54.3% |
| Participation rate | 34.7% | 58.3%-23.7pp | 71.7%-37.1pp | 69.6%-34.9pp |
| Annual return | -4.78% | 68.91%-73.7pp | 16.93%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $261 | $1,296-79.9% | $4,022-93.5% | $2,381-89.1% |
| Participant deferral / active EE | $711 | $2,280-68.8% | $3,344-78.7% | $3,470-79.5% |
| Admin fee / account holder | $1,263 | $3,501-63.9% | $5,019-74.8% | $4,888-74.2% |