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 | $90,524 | $142,344-36.4% | $119,609-24.3% | $134,475-32.7% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -19.48% | -12.44%-7.0pp | -14.97%-4.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $816 | $6,469-87.4% | $5,602-85.4% | $6,400-87.2% |
| Admin fee / account holder | $1,500 | $13,584-89.0% | $10,323-85.5% | $11,426-86.9% |