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 | $57,252 | $77,813-26.4% | $123,544-53.7% | $64,186-10.8% |
| Participation rate | 67.9% | 74.7%-6.8pp | 82.3%-14.4pp | 69.6%-1.6pp |
| Annual return | -7.57% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,698 | $3,014-10.5% | $4,628-41.7% | $2,381+13.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,070 | $5,519-80.6% | $9,284-88.5% | $4,888-78.1% |