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 | $107,621 | $77,813+38.3% | $123,544-12.9% | $64,186+67.7% |
| Participation rate | 50.7% | 74.7%-24.0pp | 82.3%-31.6pp | 69.6%-18.9pp |
| Annual return | -3.79% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $731 | $3,014-75.7% | $4,628-84.2% | $2,381-69.3% |
| Participant deferral / active EE | $1,047 | $5,240-80.0% | $6,426-83.7% | $3,470-69.8% |
| Admin fee / account holder | $5,775 | $5,519+4.6% | $9,284-37.8% | $4,888+18.1% |