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 | $92,208 | $155,788-40.8% | $124,672-26.0% | $167,490-44.9% |
| Participation rate | 0.0% | 81.1%-81.1pp | 74.6%-74.6pp | 82.1%-82.1pp |
| Annual return | 11.61% | 17.97%-6.4pp | 5142.93%-5131.3pp | 478.56%-467.0pp |
| Employer contribution / active EE | $14,474 | $4,163+247.7% | $3,324+335.5% | $4,837+199.2% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $482 | $9,531-94.9% | $7,493-93.6% | $12,309-96.1% |