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 | $121,307 | $82,664+46.7% | $125,339-3.2% | $68,494+77.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 82.4%-57.4pp | 67.9%-42.9pp |
| Annual return | -12.06% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $50 | $6,110-99.2% | $7,446-99.3% | $4,027-98.8% |
| Admin fee / account holder | $8,409 | $6,275+34.0% | $10,010-16.0% | $5,403+55.6% |