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 | $38,338 | $65,435-41.4% | $86,677-55.8% | $66,914-42.7% |
| Participation rate | 42.1% | 75.5%-33.4pp | 76.6%-34.5pp | 69.8%-27.7pp |
| Annual return | -17.31% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $960 | $2,153-55.4% | $2,836-66.1% | $2,544-62.2% |
| Participant deferral / active EE | $1,686 | $4,100-58.9% | $4,656-63.8% | $4,237-60.2% |
| Admin fee / account holder | $3,210 | $642+400.4% | $7,493-57.2% | $593+441.1% |