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 | $36,456 | $81,900-55.5% | $119,609-69.5% | $68,494-46.8% |
| Participation rate | 58.2% | 71.9%-13.7pp | 79.3%-21.1pp | 67.9%-9.7pp |
| Annual return | -13.02% | -23.82%+10.8pp | -14.97%+2.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,621 | $2,693-39.8% | $4,232-61.7% | $2,596-37.6% |
| Participant deferral / active EE | $1,776 | $4,148-57.2% | $5,602-68.3% | $4,027-55.9% |
| Admin fee / account holder | $424 | $6,582-93.6% | $10,323-95.9% | $5,403-92.2% |