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 | $57,551 | $138,065-58.3% | $123,544-53.4% | $135,375-57.5% |
| Participation rate | 47.6% | 84.7%-37.1pp | 82.3%-34.7pp | 82.6%-35.0pp |
| Annual return | -1.00% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $973 | $5,151-81.1% | $4,628-79.0% | $4,779-79.6% |
| Participant deferral / active EE | $2,184 | $6,799-67.9% | $6,426-66.0% | $5,609-61.1% |
| Admin fee / account holder | $662 | $10,916-93.9% | $9,284-92.9% | $10,827-93.9% |