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 | $57,572 | $84,487-31.9% | $125,339-54.1% | $66,914-14.0% |
| Participation rate | 54.2% | 76.4%-22.2pp | 82.4%-28.1pp | 69.8%-15.6pp |
| Annual return | -12.11% | -8.39%-3.7pp | 572.05%-584.2pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,220 | $3,553-65.6% | $4,814-74.6% | $2,544-52.0% |
| Participant deferral / active EE | $2,849 | $6,781-58.0% | $7,446-61.7% | $4,237-32.8% |
| Admin fee / account holder | $3,040 | $685+343.8% | $10,010-69.6% | $593+412.4% |