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 | $73,008 | $67,331+8.4% | $60,874+19.9% | $134,475-45.7% |
| Participation rate | 4.2% | 76.2%-72.0pp | 73.1%-68.9pp | 81.2%-77.1pp |
| Annual return | -19.20% | 49.93%-69.1pp | 16.90%-36.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $933 | $4,538-79.4% | $3,817-75.6% | $6,400-85.4% |
| Admin fee / account holder | $18,404 | $4,582+301.7% | $3,224+470.8% | $11,426+61.1% |