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 | $35,619 | $142,344-75.0% | $119,609-70.2% | $134,475-73.5% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -16.90% | -12.44%-4.5pp | -14.97%-1.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $867 | $6,469-86.6% | $5,602-84.5% | $6,400-86.4% |
| Admin fee / account holder | $1,000 | $13,584-92.6% | $10,323-90.3% | $11,426-91.2% |