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 | $85,462 | $73,004+17.1% | $90,749-5.8% | $68,494+24.8% |
| Participation rate | 51.4% | 70.8%-19.4pp | 75.7%-24.3pp | 67.9%-16.5pp |
| Annual return | -6.51% | -13.81%+7.3pp | -12.16%+5.7pp | -7.84%+1.3pp |
| Employer contribution / active EE | $1,013 | $2,193-53.8% | $2,921-65.3% | $2,596-61.0% |
| Participant deferral / active EE | $1,318 | $3,627-63.6% | $4,564-71.1% | $4,027-67.3% |
| Admin fee / account holder | $18,155 | $5,896+207.9% | $8,445+115.0% | $5,403+236.0% |