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 | $53,739 | $82,664-35.0% | $125,339-57.1% | $68,494-21.5% |
| Participation rate | 50.9% | 75.0%-24.2pp | 82.4%-31.5pp | 67.9%-17.0pp |
| Annual return | -19.16% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,500 | $3,381+3.5% | $4,814-27.3% | $2,596+34.8% |
| Participant deferral / active EE | $2,413 | $6,110-60.5% | $7,446-67.6% | $4,027-40.1% |
| Admin fee / account holder | $6,442 | $6,275+2.7% | $10,010-35.6% | $5,403+19.2% |