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 | $27,751 | $82,664-66.4% | $125,339-77.9% | $68,494-59.5% |
| Participation rate | 46.7% | 75.0%-28.4pp | 82.4%-35.7pp | 67.9%-21.2pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,129 | $3,381-66.6% | $4,814-76.5% | $2,596-56.5% |
| Participant deferral / active EE | $2,395 | $6,110-60.8% | $7,446-67.8% | $4,027-40.5% |
| Admin fee / account holder | $5,337 | $6,275-15.0% | $10,010-46.7% | $5,403-1.2% |