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 | $52,688 | $100,754-47.7% | $86,677-39.2% | $134,475-60.8% |
| Participation rate | 46.2% | 78.9%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -2.61% | 29.04%-31.6pp | 35.91%-38.5pp | 417.96%-420.6pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $417 | $5,338-92.2% | $4,656-91.0% | $6,400-93.5% |
| Admin fee / account holder | $124,296 | $10,926+1037.6% | $7,493+1558.8% | $11,426+987.8% |