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 | $27,406 | $42,894-36.1% | $60,874-55.0% | $68,494-60.0% |
| Participation rate | 28.1% | 66.8%-38.7pp | 73.1%-45.0pp | 67.9%-39.8pp |
| Annual return | -16.43% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $394 | $1,978-80.1% | $2,701-85.4% | $2,596-84.8% |
| Participant deferral / active EE | $474 | $2,867-83.5% | $3,817-87.6% | $4,027-88.2% |
| Admin fee / account holder | $4,059 | $3,101+30.9% | $3,224+25.9% | $5,403-24.9% |