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 | $36,458 | $77,813-53.1% | $123,544-70.5% | $64,186-43.2% |
| Participation rate | 60.5% | 74.7%-14.2pp | 82.3%-21.8pp | 69.6%-9.1pp |
| Annual return | -6.45% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,544 | $5,240-70.5% | $6,426-76.0% | $3,470-55.5% |
| Admin fee / account holder | $3,359 | $5,519-39.1% | $9,284-63.8% | $4,888-31.3% |