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 4-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 | $29,979 | $55,415-45.9% | $155,509-80.7% | $74,495-59.8% |
| Participation rate | 4.6% | 61.9%-57.3pp | 78.2%-73.6pp | 67.2%-62.6pp |
| Annual return | 11.24% | 268.50%-257.3pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $488 | $2,836-82.8% | $5,626-91.3% | $4,346-88.8% |
| Admin fee / account holder | $8,080 | $1,738+364.8% | $15,912-49.2% | $1,942+316.1% |