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 | $31,832 | $48,274-34.1% | $63,517-49.9% | $59,632-46.6% |
| Participation rate | 48.1% | 66.3%-18.2pp | 71.0%-22.9pp | 68.7%-20.5pp |
| Annual return | -0.73% | -240.79%+240.1pp | -70.30%+69.6pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $833 | $2,343-64.5% | $2,953-71.8% | $3,192-73.9% |
| Admin fee / account holder | $716 | $3,600-80.1% | $5,892-87.8% | $4,297-83.3% |