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 9-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 | $38,756 | $202,318-80.8% | $172,739-77.6% | $152,861-74.6% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.4%-65.8pp |
| Annual return | 16.00% | 1029.65%-1013.7pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $222 | $5,948-96.3% | $5,198-95.7% | $5,850-96.2% |
| Admin fee / account holder | $9,747 | $17,109-43.0% | $13,954-30.2% | $11,596-16.0% |