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 | $23,296 | $59,805-61.0% | $79,550-70.7% | $68,494-66.0% |
| Participation rate | 51.4% | 61.1%-9.6pp | 69.5%-18.1pp | 67.9%-16.5pp |
| Annual return | -16.87% | -12.30%-4.6pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $519 | $1,505-65.5% | $2,413-78.5% | $2,596-80.0% |
| Participant deferral / active EE | $797 | $3,024-73.6% | $3,985-80.0% | $4,027-80.2% |
| Admin fee / account holder | $310 | $4,835-93.6% | $6,832-95.5% | $5,403-94.3% |