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 | $25,384 | $61,660-58.8% | $80,019-68.3% | $64,186-60.5% |
| Participation rate | 51.0% | 71.7%-20.7pp | 75.8%-24.8pp | 69.6%-18.6pp |
| Annual return | -6.19% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $496 | $1,810-72.6% | $2,468-79.9% | $2,381-79.2% |
| Participant deferral / active EE | $1,069 | $2,968-64.0% | $3,686-71.0% | $3,470-69.2% |
| Admin fee / account holder | $423 | $5,417-92.2% | $6,521-93.5% | $4,888-91.3% |