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 | $86,442 | $69,010+25.3% | $159,960-46.0% | $68,494+26.2% |
| Participation rate | 17.9% | 65.4%-47.6pp | 78.0%-60.1pp | 67.9%-50.0pp |
| Annual return | -15.81% | -9.65%-6.2pp | 408.60%-424.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,016 | $4,212-75.9% | $6,182-83.6% | $4,027-74.8% |
| Admin fee / account holder | $4,256 | $4,798-11.3% | $8,698-51.1% | $5,403-21.2% |