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 | $72,867 | $50,958+43.0% | $74,550-2.3% | $64,186+13.5% |
| Participation rate | 45.9% | 61.1%-15.1pp | 69.1%-23.2pp | 69.6%-23.6pp |
| Annual return | -4.33% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $574 | $1,115-48.5% | $1,961-70.7% | $2,381-75.9% |
| Participant deferral / active EE | $927 | $2,301-59.7% | $3,108-70.2% | $3,470-73.3% |
| Admin fee / account holder | $4,061 | $4,223-3.8% | $5,060-19.7% | $4,888-16.9% |