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 | $9,162 | $54,350-83.1% | $82,719-88.9% | $68,494-86.6% |
| Participation rate | 68.6% | 63.9%+4.7pp | 72.6%-4.0pp | 67.9%+0.7pp |
| Annual return | -14.52% | -13.67%-0.8pp | 701.18%-715.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $340 | $2,218-84.7% | $3,009-88.7% | $2,596-86.9% |
| Participant deferral / active EE | $306 | $3,246-90.6% | $4,395-93.0% | $4,027-92.4% |
| Admin fee / account holder | $6,764 | $4,395+53.9% | $5,329+26.9% | $5,403+25.2% |