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 | $40,572 | $147,727-72.5% | $115,756-65.0% | $134,475-69.8% |
| Participation rate | 66.7% | 80.4%-13.8pp | 77.1%-10.4pp | 81.2%-14.6pp |
| Annual return | -0.89% | 73.96%-74.9pp | 143.14%-144.0pp | 417.96%-418.9pp |
| Employer contribution / active EE | $3,656 | $4,713-22.4% | $3,793-3.6% | $4,740-22.9% |
| Participant deferral / active EE | $1,828 | $7,563-75.8% | $6,254-70.8% | $6,400-71.4% |
| Admin fee / account holder | $3,887 | $14,571-73.3% | $8,124-52.2% | $11,426-66.0% |