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 | $100,486 | $69,010+45.6% | $159,960-37.2% | $68,494+46.7% |
| Participation rate | 28.2% | 65.4%-37.2pp | 78.0%-49.7pp | 67.9%-39.7pp |
| Annual return | -16.97% | -9.65%-7.3pp | 408.60%-425.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $960 | $4,212-77.2% | $6,182-84.5% | $4,027-76.2% |
| Admin fee / account holder | $1,887 | $4,798-60.7% | $8,698-78.3% | $5,403-65.1% |