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 | $58,787 | $105,860-44.5% | $90,749-35.2% | $134,475-56.3% |
| Participation rate | 14.3% | 78.2%-64.0pp | 75.7%-61.4pp | 81.2%-66.9pp |
| Annual return | -18.01% | -11.01%-7.0pp | -12.16%-5.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,286 | $5,216-75.3% | $4,564-71.8% | $6,400-79.9% |
| Admin fee / account holder | $488 | $13,938-96.5% | $8,445-94.2% | $11,426-95.7% |