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 | $134,850 | $175,600-23.2% | $129,110+4.4% | $134,475+0.3% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -12.13% | -11.39%-0.7pp | -10.94%-1.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,849 | $6,355-70.9% | $5,052-63.4% | $4,740-61.0% |
| Participant deferral / active EE | $1,849 | $7,975-76.8% | $6,542-71.7% | $6,400-71.1% |
| Admin fee / account holder | $194,706 | $23,567+726.2% | $14,302+1261.4% | $11,426+1604.1% |