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 | $14,223 | $67,331-78.9% | $60,874-76.6% | $134,475-89.4% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.1%-43.7pp | 81.2%-51.8pp |
| Annual return | -13.58% | 49.93%-63.5pp | 16.90%-30.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $402 | $3,096-87.0% | $2,701-85.1% | $4,740-91.5% |
| Participant deferral / active EE | $526 | $4,538-88.4% | $3,817-86.2% | $6,400-91.8% |
| Admin fee / account holder | $6,369 | $4,582+39.0% | $3,224+97.5% | $11,426-44.3% |