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 | $147,253 | $66,302+122.1% | $110,238+33.6% | $56,287+161.6% |
| Participation rate | 10.0% | 74.9%-64.9pp | 79.8%-69.8pp | 69.9%-59.9pp |
| Annual return | -4.93% | -1.18%-3.8pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,066 | $2,047+0.9% | $3,826-46.0% | $2,111-2.1% |
| Participant deferral / active EE | $1,395 | $3,381-58.8% | $4,672-70.2% | $3,350-58.4% |
| Admin fee / account holder | $4,342 | $698+521.6% | $8,547-49.2% | $521+733.4% |