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 | $130,800 | $82,664+58.2% | $125,339+4.4% | $68,494+91.0% |
| Participation rate | 44.8% | 75.0%-30.2pp | 82.4%-37.5pp | 67.9%-23.1pp |
| Annual return | -14.04% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,319 | $6,110-62.0% | $7,446-68.9% | $4,027-42.4% |
| Admin fee / account holder | $2,778 | $6,275-55.7% | $10,010-72.2% | $5,403-48.6% |