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 | $43,791 | $100,754-56.5% | $86,677-49.5% | $134,475-67.4% |
| Participation rate | 30.0% | 78.9%-48.9pp | 76.6%-46.6pp | 81.2%-51.2pp |
| Annual return | -14.02% | 29.04%-43.1pp | 35.91%-49.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $448 | $5,338-91.6% | $4,656-90.4% | $6,400-93.0% |
| Admin fee / account holder | $3,698 | $10,926-66.2% | $7,493-50.7% | $11,426-67.6% |