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 | $31,309 | $67,411-53.6% | $91,001-65.6% | $70,131-55.4% |
| Participation rate | 14.3% | 71.4%-57.1pp | 75.6%-61.3pp | 69.5%-55.3pp |
| Annual return | 13.49% | -40.16%+53.7pp | 4.60%+8.9pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $329 | $2,823-88.3% | $3,547-90.7% | $3,332-90.1% |
| Admin fee / account holder | $28,453 | $4,236+571.7% | $5,417+425.2% | $4,645+512.5% |