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 | $58,835 | $71,883-18.2% | $86,677-32.1% | $68,494-14.1% |
| Participation rate | 22.8% | 72.2%-49.4pp | 76.6%-53.8pp | 67.9%-45.1pp |
| Annual return | -13.09% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $599 | $2,173-72.4% | $2,836-78.9% | $2,596-76.9% |
| Participant deferral / active EE | $1,491 | $3,779-60.5% | $4,656-68.0% | $4,027-63.0% |
| Admin fee / account holder | $2,450 | $6,112-59.9% | $7,493-67.3% | $5,403-54.7% |