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 | $107,238 | $100,754+6.4% | $86,677+23.7% | $134,475-20.3% |
| Participation rate | 56.3% | 78.9%-22.7pp | 76.6%-20.3pp | 81.2%-25.0pp |
| Annual return | -12.13% | 29.04%-41.2pp | 35.91%-48.0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,679 | $5,338-68.6% | $4,656-63.9% | $6,400-73.8% |
| Admin fee / account holder | $9,153 | $10,926-16.2% | $7,493+22.1% | $11,426-19.9% |