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 | $47,053 | $94,529-50.2% | $140,016-66.4% | $64,186-26.7% |
| Participation rate | 12.8% | 84.1%-71.3pp | 87.5%-74.7pp | 69.6%-56.7pp |
| Annual return | -2.61% | 7.77%-10.4pp | 651.12%-653.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,573 | $5,250-70.0% | $6,927-77.3% | $3,470-54.7% |
| Admin fee / account holder | $17,662 | $6,741+162.0% | $10,705+65.0% | $4,888+261.3% |