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 | $39,130 | $52,519-25.5% | $155,790-74.9% | $59,632-34.4% |
| Participation rate | 63.0% | 61.7%+1.3pp | 76.1%-13.1pp | 68.7%-5.7pp |
| Annual return | -0.26% | 53.51%-53.8pp | 71.54%-71.8pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $919 | $3,084-70.2% | $4,797-80.8% | $3,192-71.2% |
| Admin fee / account holder | $22,109 | $3,540+524.6% | $7,478+195.7% | $4,297+414.5% |