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 | $110,700 | $83,908+31.9% | $68,509+61.6% | $125,391-11.7% |
| Participation rate | 57.1% | 78.2%-21.0pp | 74.7%-17.6pp | 83.2%-26.0pp |
| Annual return | -1.93% | 14.48%-16.4pp | 8.27%-10.2pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $165 | $4,125-96.0% | $3,382-95.1% | $5,352-96.9% |
| Admin fee / account holder | $3,890 | $8,982-56.7% | $5,275-26.2% | $9,540-59.2% |