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 | $11,849 | $49,177-75.9% | $79,464-85.1% | $64,186-81.5% |
| Participation rate | 41.1% | 65.0%-24.0pp | 73.3%-32.3pp | 69.6%-28.5pp |
| Annual return | -6.51% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $624 | $2,076-69.9% | $2,800-77.7% | $2,381-73.8% |
| Participant deferral / active EE | $752 | $2,821-73.3% | $3,704-79.7% | $3,470-78.3% |
| Admin fee / account holder | $3,043 | $3,839-20.7% | $5,113-40.5% | $4,888-37.8% |