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 | $56,237 | $62,586-10.1% | $76,768-26.7% | $64,186-12.4% |
| Participation rate | 58.2% | 72.8%-14.6pp | 77.0%-18.8pp | 69.6%-11.4pp |
| Annual return | -6.01% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,028 | $1,832-43.9% | $2,485-58.7% | $2,381-56.8% |
| Participant deferral / active EE | $1,358 | $3,145-56.8% | $3,852-64.7% | $3,470-60.9% |
| Admin fee / account holder | $2,075 | $4,667-55.5% | $6,675-68.9% | $4,888-57.6% |