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 | $57,137 | $71,883-20.5% | $86,677-34.1% | $68,494-16.6% |
| Participation rate | 20.0% | 72.2%-52.2pp | 76.6%-56.6pp | 67.9%-47.9pp |
| Annual return | -14.31% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,120 | $2,173-48.5% | $2,836-60.5% | $2,596-56.9% |
| Participant deferral / active EE | $1,456 | $3,779-61.5% | $4,656-68.7% | $4,027-63.8% |
| Admin fee / account holder | $12,209 | $6,112+99.8% | $7,493+62.9% | $5,403+126.0% |