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 7-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 | $10,710 | $92,703-88.4% | $82,719-87.1% | $134,475-92.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -20.96% | 944.92%-965.9pp | 701.18%-722.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $428 | $3,274-86.9% | $3,009-85.8% | $4,740-91.0% |
| Participant deferral / active EE | $817 | $4,802-83.0% | $4,395-81.4% | $6,400-87.2% |
| Admin fee / account holder | $2,619 | $5,983-56.2% | $5,329-50.9% | $11,426-77.1% |