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 | $45,286 | $45,566-0.6% | $64,105-29.4% | $59,632-24.1% |
| Participation rate | 23.3% | 60.2%-36.8pp | 68.2%-44.8pp | 68.7%-45.3pp |
| Annual return | -0.88% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $333 | $2,057-83.8% | $2,822-88.2% | $3,192-89.6% |
| Admin fee / account holder | $1,209 | $3,268-63.0% | $4,499-73.1% | $4,297-71.9% |