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 | $16,311 | $99,640-83.6% | $86,436-81.1% | $134,475-87.9% |
| Participation rate | 40.0% | 82.0%-42.0pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -14.42% | 6782.58%-6797.0pp | 4394.89%-4409.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,750 | $4,400-60.2% | $3,769-53.6% | $4,740-63.1% |
| Participant deferral / active EE | $1,869 | $7,246-74.2% | $6,952-73.1% | $6,400-70.8% |
| Admin fee / account holder | $3,410 | $8,371-59.3% | $6,731-49.3% | $11,426-70.2% |