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 | $41,718 | $76,912-45.8% | $129,110-67.7% | $68,494-39.1% |
| Participation rate | 38.9% | 69.1%-30.2pp | 77.3%-38.4pp | 67.9%-29.0pp |
| Annual return | -16.25% | -9.78%-6.5pp | -10.94%-5.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $904 | $3,243-72.1% | $5,052-82.1% | $2,596-65.2% |
| Participant deferral / active EE | $1,525 | $4,732-67.8% | $6,542-76.7% | $4,027-62.1% |
| Admin fee / account holder | $6,037 | $6,638-9.1% | $14,302-57.8% | $5,403+11.7% |