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 | $52,064 | $71,883-27.6% | $86,677-39.9% | $68,494-24.0% |
| Participation rate | 46.3% | 72.2%-25.9pp | 76.6%-30.3pp | 67.9%-21.6pp |
| Annual return | -9.04% | 3.52%-12.6pp | 35.91%-44.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,614 | $2,173-25.7% | $2,836-43.1% | $2,596-37.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,210 | $6,112-63.8% | $7,493-70.5% | $5,403-59.1% |