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 8-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 | $25,272 | $49,451-48.9% | $79,550-68.2% | $66,914-62.2% |
| Participation rate | 6.0% | 61.3%-55.4pp | 69.5%-63.5pp | 69.8%-63.8pp |
| Annual return | -15.57% | 84.25%-99.8pp | 0.16%-15.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $628 | $3,159-80.1% | $3,985-84.2% | $4,237-85.2% |
| Admin fee / account holder | $847 | $595+42.5% | $6,832-87.6% | $593+42.8% |