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 | $63,831 | $64,707-1.4% | $112,228-43.1% | $68,494-6.8% |
| Participation rate | 19.4% | 67.2%-47.8pp | 75.1%-55.7pp | 67.9%-48.5pp |
| Annual return | -13.06% | -11.40%-1.7pp | 27.45%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $827 | $3,565-76.8% | $4,728-82.5% | $4,027-79.5% |
| Admin fee / account holder | $26,547 | $5,232+407.4% | $6,410+314.2% | $5,403+391.4% |