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 | $113,492 | $59,107+92.0% | $86,436+31.3% | $68,494+65.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -12.80% | -0.23%-12.6pp | 4394.89%-4407.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,328 | $5,901-77.5% | $6,952-80.9% | $4,027-67.0% |
| Admin fee / account holder | $4,181 | $5,637-25.8% | $6,731-37.9% | $5,403-22.6% |