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 | $12,856 | $92,703-86.1% | $82,719-84.5% | $134,475-90.4% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-53.9pp |
| Annual return | -11.02% | 944.92%-955.9pp | 701.18%-712.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $644 | $4,802-86.6% | $4,395-85.3% | $6,400-89.9% |
| Admin fee / account holder | $4,005 | $5,983-33.1% | $5,329-24.8% | $11,426-64.9% |