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 | $43,688 | $56,357-22.5% | $104,294-58.1% | $68,494-36.2% |
| Participation rate | 15.4% | 63.3%-47.9pp | 73.3%-57.9pp | 67.9%-52.5pp |
| Annual return | -12.68% | -9.19%-3.5pp | 24.61%-37.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $247 | $3,077-92.0% | $4,625-94.7% | $4,027-93.9% |
| Admin fee / account holder | $13,410 | $4,903+173.5% | $7,339+82.7% | $5,403+148.2% |