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 | $90,866 | $99,032-8.2% | $80,019+13.6% | $135,375-32.9% |
| Participation rate | 53.3% | 78.4%-25.0pp | 75.8%-22.5pp | 82.6%-29.3pp |
| Annual return | -4.01% | 15.39%-19.4pp | 11.22%-15.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $678 | $3,043-77.7% | $2,468-72.5% | $4,779-85.8% |
| Participant deferral / active EE | $534 | $4,282-87.5% | $3,686-85.5% | $5,609-90.5% |
| Admin fee / account holder | $44,620 | $10,436+327.6% | $6,521+584.3% | $10,827+312.1% |