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 | $167,702 | $211,958-20.9% | $169,463-1.0% | $135,375+23.9% |
| Participation rate | 68.8% | 82.6%-13.9pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -3.13% | 3.26%-6.4pp | 1.83%-5.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $452 | $5,120-91.2% | $4,159-89.1% | $4,779-90.5% |
| Participant deferral / active EE | $456 | $6,075-92.5% | $5,277-91.4% | $5,609-91.9% |
| Admin fee / account holder | $6,688 | $11,471-41.7% | $9,109-26.6% | $10,827-38.2% |