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 | $15,292 | $138,044-88.9% | $125,339-87.8% | $134,475-88.6% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -11.37% | 750.33%-761.7pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,009 | $5,243-80.8% | $4,814-79.0% | $4,740-78.7% |
| Participant deferral / active EE | $2,503 | $7,799-67.9% | $7,446-66.4% | $6,400-60.9% |
| Admin fee / account holder | $793 | $11,571-93.1% | $10,010-92.1% | $11,426-93.1% |