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 | $61,943 | $32,117+92.9% | $71,086-12.9% | $64,186-3.5% |
| Participation rate | 8.8% | 42.7%-33.9pp | 54.7%-45.8pp | 69.6%-60.7pp |
| Annual return | 12.16% | -5.57%+17.7pp | 650.59%-638.4pp | 7.63%+4.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $296 | $1,263-76.6% | $1,874-84.2% | $3,470-91.5% |
| Admin fee / account holder | $3,509 | $2,759+27.2% | $3,082+13.8% | $4,888-28.2% |