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 | $42,561 | $56,357-24.5% | $104,294-59.2% | $68,494-37.9% |
| Participation rate | 45.5% | 63.3%-17.8pp | 73.3%-27.8pp | 67.9%-22.4pp |
| Annual return | -17.17% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $680 | $1,960-65.3% | $3,372-79.8% | $2,596-73.8% |
| Participant deferral / active EE | $788 | $3,077-74.4% | $4,625-83.0% | $4,027-80.4% |
| Admin fee / account holder | $4,017 | $4,903-18.1% | $7,339-45.3% | $5,403-25.7% |