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 | $44,093 | $50,958-13.5% | $74,550-40.9% | $64,186-31.3% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.1%-40.6pp | 69.6%-41.0pp |
| Annual return | -5.88% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $457 | $1,115-59.0% | $1,961-76.7% | $2,381-80.8% |
| Participant deferral / active EE | $653 | $2,301-71.6% | $3,108-79.0% | $3,470-81.2% |
| Admin fee / account holder | $1,461 | $4,223-65.4% | $5,060-71.1% | $4,888-70.1% |