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 | $28,136 | $44,850-37.3% | $60,547-53.5% | $59,632-52.8% |
| Participation rate | 9.1% | 59.5%-50.4pp | 68.0%-58.9pp | 68.7%-59.6pp |
| Annual return | -1.66% | 1074.14%-1075.8pp | 335.64%-337.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $220 | $2,230-90.1% | $3,328-93.4% | $3,192-93.1% |
| Admin fee / account holder | $10,150 | $3,635+179.2% | $4,536+123.8% | $4,297+136.2% |