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 | $129,705 | $72,404+79.1% | $110,238+17.7% | $64,186+102.1% |
| Participation rate | 23.4% | 73.3%-49.9pp | 79.8%-56.4pp | 69.6%-46.1pp |
| Annual return | -0.59% | -6.29%+5.7pp | 314.74%-315.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $629 | $2,282-72.4% | $3,826-83.6% | $2,381-73.6% |
| Participant deferral / active EE | $1,405 | $3,469-59.5% | $4,672-69.9% | $3,470-59.5% |
| Admin fee / account holder | $2,598 | $5,664-54.1% | $8,547-69.6% | $4,888-46.8% |