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 | $30,117 | $101,283-70.3% | $75,826-60.3% | $135,375-77.8% |
| Participation rate | 11.8% | 72.7%-61.0pp | 68.2%-56.5pp | 82.6%-70.9pp |
| Annual return | -6.02% | 3384.62%-3390.6pp | 1914.15%-1920.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $76 | $3,469-97.8% | $2,862-97.3% | $5,609-98.6% |
| Admin fee / account holder | $745 | $6,539-88.6% | $4,726-84.2% | $10,827-93.1% |