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 | $30,798 | $72,404-57.5% | $110,238-72.1% | $64,186-52.0% |
| Participation rate | 21.7% | 73.3%-51.6pp | 79.8%-58.1pp | 69.6%-47.8pp |
| Annual return | -7.27% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $761 | $3,469-78.1% | $4,672-83.7% | $3,470-78.1% |
| Admin fee / account holder | $697 | $5,664-87.7% | $8,547-91.8% | $4,888-85.7% |