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 | $10,933 | $54,350-79.9% | $82,719-86.8% | $68,494-84.0% |
| Participation rate | 38.6% | 63.9%-25.3pp | 72.6%-34.0pp | 67.9%-29.3pp |
| Annual return | -13.96% | -13.67%-0.3pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $680 | $3,246-79.1% | $4,395-84.5% | $4,027-83.1% |
| Admin fee / account holder | $6,110 | $4,395+39.0% | $5,329+14.7% | $5,403+13.1% |