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 | $62,319 | $99,640-37.5% | $86,436-27.9% | $134,475-53.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -13.15% | 6782.58%-6795.7pp | 4394.89%-4408.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,053 | $7,246-85.5% | $6,952-84.9% | $6,400-83.6% |
| Admin fee / account holder | $597 | $8,371-92.9% | $6,731-91.1% | $11,426-94.8% |