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 | $59,549 | $82,664-28.0% | $125,339-52.5% | $68,494-13.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -19.36% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,327 | $6,110-61.9% | $7,446-68.8% | $4,027-42.2% |
| Admin fee / account holder | $744 | $6,275-88.1% | $10,010-92.6% | $5,403-86.2% |