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 | $49,471 | $82,664-40.2% | $125,339-60.5% | $68,494-27.8% |
| Participation rate | 56.1% | 75.0%-18.9pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -13.13% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,015 | $3,381-70.0% | $4,814-78.9% | $2,596-60.9% |
| Participant deferral / active EE | $1,464 | $6,110-76.0% | $7,446-80.3% | $4,027-63.6% |
| Admin fee / account holder | $8,531 | $6,275+35.9% | $10,010-14.8% | $5,403+57.9% |