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 9-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 | $38,392 | $56,110-31.6% | $94,993-59.6% | $70,131-45.3% |
| Participation rate | 14.8% | 65.0%-50.2pp | 73.9%-59.1pp | 69.5%-54.7pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.12%-27.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $348 | $2,391-85.4% | $3,317-89.5% | $3,332-89.6% |
| Admin fee / account holder | $31,467 | $3,456+810.4% | $4,960+534.4% | $4,645+577.4% |