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 | $27,999 | $67,331-58.4% | $60,874-54.0% | $134,475-79.2% |
| Participation rate | 38.5% | 76.2%-37.7pp | 73.1%-34.6pp | 81.2%-42.8pp |
| Annual return | -19.82% | 49.93%-69.7pp | 16.90%-36.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $923 | $4,538-79.7% | $3,817-75.8% | $6,400-85.6% |
| Admin fee / account holder | $2,052 | $4,582-55.2% | $3,224-36.4% | $11,426-82.0% |