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 | $39,664 | $56,357-29.6% | $104,294-62.0% | $68,494-42.1% |
| Participation rate | 53.4% | 63.3%-9.8pp | 73.3%-19.8pp | 67.9%-14.4pp |
| Annual return | -15.08% | -9.19%-5.9pp | 24.61%-39.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $591 | $3,077-80.8% | $4,625-87.2% | $4,027-85.3% |
| Admin fee / account holder | $1,757 | $4,903-64.2% | $7,339-76.1% | $5,403-67.5% |