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 | $42,242 | $81,900-48.4% | $119,609-64.7% | $68,494-38.3% |
| Participation rate | 52.6% | 71.9%-19.3pp | 79.3%-26.6pp | 67.9%-15.3pp |
| Annual return | -14.92% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $814 | $2,693-69.8% | $4,232-80.8% | $2,596-68.6% |
| Participant deferral / active EE | $1,221 | $4,148-70.6% | $5,602-78.2% | $4,027-69.7% |
| Admin fee / account holder | $6,565 | $6,582-0.3% | $10,323-36.4% | $5,403+21.5% |