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 | $61,153 | $82,286-25.7% | $68,791-11.1% | $134,475-54.5% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -12.29% | -2.19%-10.1pp | -6.38%-5.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $723 | $4,739-84.7% | $3,941-81.7% | $6,400-88.7% |
| Admin fee / account holder | $31,664 | $6,481+388.6% | $4,932+542.0% | $11,426+177.1% |