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 | $39,185 | $138,065-71.6% | $123,544-68.3% | $135,375-71.1% |
| Participation rate | 26.7% | 84.7%-58.1pp | 82.3%-55.6pp | 82.6%-56.0pp |
| Annual return | -4.39% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,587 | $6,799-76.7% | $6,426-75.3% | $5,609-71.7% |
| Admin fee / account holder | $28,977 | $10,916+165.5% | $9,284+212.1% | $10,827+167.6% |