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 | $28,146 | $82,664-66.0% | $125,339-77.5% | $68,494-58.9% |
| Participation rate | 63.9% | 75.0%-11.2pp | 82.4%-18.5pp | 67.9%-4.0pp |
| Annual return | -19.03% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,212 | $3,381-64.2% | $4,814-74.8% | $2,596-53.3% |
| Participant deferral / active EE | $1,407 | $6,110-77.0% | $7,446-81.1% | $4,027-65.1% |
| Admin fee / account holder | $1,135 | $6,275-81.9% | $10,010-88.7% | $5,403-79.0% |