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 | $22,386 | $59,805-62.6% | $79,550-71.9% | $68,494-67.3% |
| Participation rate | 62.2% | 61.1%+1.2pp | 69.5%-7.3pp | 67.9%-5.7pp |
| Annual return | -16.04% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,667 | $1,505+10.7% | $2,413-30.9% | $2,596-35.8% |
| Participant deferral / active EE | $587 | $3,024-80.6% | $3,985-85.3% | $4,027-85.4% |
| Admin fee / account holder | $1,130 | $4,835-76.6% | $6,832-83.5% | $5,403-79.1% |