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 | $25,837 | $27,641-6.5% | $61,373-57.9% | $68,494-62.3% |
| Participation rate | 12.3% | 39.5%-27.2pp | 52.6%-40.3pp | 67.9%-55.6pp |
| Annual return | -13.44% | -13.24%-0.2pp | 338.61%-352.0pp | -7.84%-5.6pp |
| Employer contribution / active EE | $430 | $695-38.2% | $1,159-62.9% | $2,596-83.4% |
| Participant deferral / active EE | $25 | $1,263-98.0% | $2,125-98.8% | $4,027-99.4% |
| Admin fee / account holder | $2,879 | $2,010+43.2% | $2,130+35.2% | $5,403-46.7% |