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 | $15,710 | $99,640-84.2% | $86,436-81.8% | $134,475-88.3% |
| Participation rate | 64.3% | 82.0%-17.8pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -15.97% | 6782.58%-6798.6pp | 4394.89%-4410.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $784 | $4,400-82.2% | $3,769-79.2% | $4,740-83.5% |
| Participant deferral / active EE | $1,003 | $7,246-86.2% | $6,952-85.6% | $6,400-84.3% |
| Admin fee / account holder | $11,372 | $8,371+35.8% | $6,731+69.0% | $11,426-0.5% |