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 | $87,778 | $82,664+6.2% | $125,339-30.0% | $68,494+28.2% |
| Participation rate | 62.1% | 75.0%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,150 | $3,381-66.0% | $4,814-76.1% | $2,596-55.7% |
| Participant deferral / active EE | $1,938 | $6,110-68.3% | $7,446-74.0% | $4,027-51.9% |
| Admin fee / account holder | $7,897 | $6,275+25.8% | $10,010-21.1% | $5,403+46.2% |