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 7-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 | $9,907 | $54,350-81.8% | $82,719-88.0% | $68,494-85.5% |
| Participation rate | 24.7% | 63.9%-39.2pp | 72.6%-47.8pp | 67.9%-43.2pp |
| Annual return | 5.25% | -13.67%+18.9pp | 701.18%-695.9pp | -7.84%+13.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $459 | $3,246-85.9% | $4,395-89.6% | $4,027-88.6% |
| Admin fee / account holder | $1,124 | $4,395-74.4% | $5,329-78.9% | $5,403-79.2% |