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 | $106,751 | $82,664+29.1% | $125,339-14.8% | $68,494+55.9% |
| Participation rate | 53.6% | 75.0%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -17.82% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,709 | $3,381-49.4% | $4,814-64.5% | $2,596-34.2% |
| Participant deferral / active EE | $2,524 | $6,110-58.7% | $7,446-66.1% | $4,027-37.3% |
| Admin fee / account holder | $2,114 | $6,275-66.3% | $10,010-78.9% | $5,403-60.9% |