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 | $31,427 | $88,594-64.5% | $70,092-55.2% | $134,475-76.6% |
| Participation rate | 9.1% | 74.9%-65.8pp | 70.5%-61.4pp | 81.2%-72.1pp |
| Annual return | -19.71% | 442.67%-462.4pp | 190.73%-210.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $131 | $4,772-97.3% | $3,849-96.6% | $6,400-98.0% |
| Admin fee / account holder | $2,075 | $10,441-80.1% | $6,267-66.9% | $11,426-81.8% |