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 | $30,308 | $138,065-78.0% | $123,544-75.5% | $135,375-77.6% |
| Participation rate | 40.9% | 84.7%-43.8pp | 82.3%-41.4pp | 82.6%-41.7pp |
| Annual return | -2.81% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $503 | $6,799-92.6% | $6,426-92.2% | $5,609-91.0% |
| Admin fee / account holder | $7,005 | $10,916-35.8% | $9,284-24.5% | $10,827-35.3% |