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 | $29,941 | $97,757-69.4% | $83,848-64.3% | $135,375-77.9% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -6.42% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $822 | $4,222-80.5% | $3,631-77.4% | $4,779-82.8% |
| Participant deferral / active EE | $1,143 | $4,682-75.6% | $4,082-72.0% | $5,609-79.6% |
| Admin fee / account holder | $15,001 | $6,674+124.8% | $5,478+173.8% | $10,827+38.6% |