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 | $49,576 | $65,435-24.2% | $86,677-42.8% | $66,914-25.9% |
| Participation rate | 61.1% | 75.5%-14.3pp | 76.6%-15.5pp | 69.8%-8.7pp |
| Annual return | -15.65% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $986 | $2,153-54.2% | $2,836-65.2% | $2,544-61.3% |
| Participant deferral / active EE | $1,671 | $4,100-59.3% | $4,656-64.1% | $4,237-60.6% |
| Admin fee / account holder | $4,259 | $642+563.9% | $7,493-43.2% | $593+617.9% |