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 | $84,252 | $67,411+25.0% | $91,001-7.4% | $70,131+20.1% |
| Participation rate | 34.5% | 71.4%-36.9pp | 75.6%-41.1pp | 69.5%-35.1pp |
| Annual return | 15.13% | -40.16%+55.3pp | 4.60%+10.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $835 | $2,823-70.4% | $3,547-76.5% | $3,332-74.9% |
| Admin fee / account holder | $9,399 | $4,236+121.9% | $5,417+73.5% | $4,645+102.3% |