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 | $27,279 | $50,958-46.5% | $74,550-63.4% | $64,186-57.5% |
| Participation rate | 14.3% | 61.1%-46.8pp | 69.1%-54.9pp | 69.6%-55.3pp |
| Annual return | -4.04% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $224 | $1,115-79.9% | $1,961-88.6% | $2,381-90.6% |
| Participant deferral / active EE | $526 | $2,301-77.2% | $3,108-83.1% | $3,470-84.9% |
| Admin fee / account holder | $2,594 | $4,223-38.6% | $5,060-48.7% | $4,888-46.9% |