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 | $49,573 | $71,883-31.0% | $86,677-42.8% | $68,494-27.6% |
| Participation rate | 42.9% | 72.2%-29.4pp | 76.6%-33.7pp | 67.9%-25.0pp |
| Annual return | -16.16% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $958 | $2,173-55.9% | $2,836-66.2% | $2,596-63.1% |
| Participant deferral / active EE | $1,197 | $3,779-68.3% | $4,656-74.3% | $4,027-70.3% |
| Admin fee / account holder | $4,458 | $6,112-27.1% | $7,493-40.5% | $5,403-17.5% |