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 | $34,092 | $76,000-55.1% | $154,107-77.9% | $64,186-46.9% |
| Participation rate | 34.6% | 70.4%-35.8pp | 83.0%-48.4pp | 69.6%-35.0pp |
| Annual return | -4.07% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $819 | $3,175-74.2% | $5,081-83.9% | $3,470-76.4% |
| Admin fee / account holder | $774 | $5,596-86.2% | $13,411-94.2% | $4,888-84.2% |