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 | $44,697 | $92,703-51.8% | $82,719-46.0% | $134,475-66.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -20.82% | 944.92%-965.7pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $324 | $3,274-90.1% | $3,009-89.2% | $4,740-93.2% |
| Participant deferral / active EE | $647 | $4,802-86.5% | $4,395-85.3% | $6,400-89.9% |
| Admin fee / account holder | $6,075 | $5,983+1.5% | $5,329+14.0% | $11,426-46.8% |