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 | $93,987 | $86,655+8.5% | $119,609-21.4% | $66,914+40.5% |
| Participation rate | 47.8% | 75.6%-27.7pp | 79.3%-31.4pp | 69.8%-22.0pp |
| Annual return | -16.09% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,037 | $2,536-59.1% | $4,232-75.5% | $2,544-59.3% |
| Participant deferral / active EE | $2,210 | $4,358-49.3% | $5,602-60.5% | $4,237-47.8% |
| Admin fee / account holder | $5,563 | $755+637.1% | $10,323-46.1% | $593+837.7% |