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 | $21,250 | $159,602-86.7% | $150,045-85.8% | $142,382-85.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 54.61% | 70.24%-15.6pp | 62.55%-7.9pp | 217.08%-162.5pp |
| Employer contribution / active EE | $7,125 | $4,961+43.6% | $4,693+51.8% | $4,299+65.7% |
| Participant deferral / active EE | $2,375 | $8,310-71.4% | $7,997-70.3% | $6,507-63.5% |
| Admin fee / account holder | $1,037,860 | $14,846+6890.6% | $13,435+7625.2% | $12,624+8121.5% |