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.
Employer 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 | $40,619 | $97,757-58.4% | $83,848-51.6% | $135,375-70.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -4.66% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $171 | $4,222-96.0% | $3,631-95.3% | $4,779-96.4% |
| Participant deferral / active EE | $1,299 | $4,682-72.3% | $4,082-68.2% | $5,609-76.8% |
| Admin fee / account holder | $332 | $6,674-95.0% | $5,478-93.9% | $10,827-96.9% |