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 | $101,765 | $129,942-21.7% | $104,294-2.4% | $134,475-24.3% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -19.21% | 42.03%-61.2pp | 24.61%-43.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $10,378 | $4,184+148.0% | $3,372+207.8% | $4,740+119.0% |
| Participant deferral / active EE | $965 | $5,588-82.7% | $4,625-79.1% | $6,400-84.9% |
| Admin fee / account holder | $4,787 | $9,323-48.7% | $7,339-34.8% | $11,426-58.1% |