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 | $40,116 | $71,883-44.2% | $86,677-53.7% | $68,494-41.4% |
| Participation rate | 43.5% | 72.2%-28.7pp | 76.6%-33.0pp | 67.9%-24.3pp |
| Annual return | -12.05% | 3.52%-15.6pp | 35.91%-48.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,054 | $3,779-72.1% | $4,656-77.4% | $4,027-73.8% |
| Admin fee / account holder | $6,655 | $6,112+8.9% | $7,493-11.2% | $5,403+23.2% |