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 | $35,252 | $99,640-64.6% | $86,436-59.2% | $134,475-73.8% |
| Participation rate | 20.0% | 82.0%-62.0pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -14.91% | 6782.58%-6797.5pp | 4394.89%-4409.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $775 | $7,246-89.3% | $6,952-88.8% | $6,400-87.9% |
| Admin fee / account holder | $989 | $8,371-88.2% | $6,731-85.3% | $11,426-91.3% |