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 | $31,639 | $45,863-31.0% | $77,024-58.9% | $68,494-53.8% |
| Participation rate | 56.9% | 55.9%+1.0pp | 67.9%-11.0pp | 67.9%-11.0pp |
| Annual return | -14.70% | 1.72%-16.4pp | 42.32%-57.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,709 | $1,650+3.6% | $2,812-39.2% | $2,596-34.2% |
| Participant deferral / active EE | $543 | $2,962-81.7% | $4,426-87.7% | $4,027-86.5% |
| Admin fee / account holder | $4,781 | $3,041+57.2% | $5,425-11.9% | $5,403-11.5% |