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 | $68,236 | $77,813-12.3% | $123,544-44.8% | $64,186+6.3% |
| Participation rate | 23.9% | 74.7%-50.8pp | 82.3%-58.4pp | 69.6%-45.7pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,669 | $5,240-68.2% | $6,426-74.0% | $3,470-51.9% |
| Admin fee / account holder | $3,256 | $5,519-41.0% | $9,284-64.9% | $4,888-33.4% |