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 | $12,928 | $158,398-91.8% | $126,539-89.8% | $142,382-90.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 88.98% | 593.76%-504.8pp | 425.95%-337.0pp | 217.08%-128.1pp |
| Employer contribution / active EE | $85 | $4,650-98.2% | $3,674-97.7% | $4,299-98.0% |
| Participant deferral / active EE | $85 | $4,767-98.2% | $4,083-97.9% | $6,507-98.7% |
| Admin fee / account holder | $17,659 | $6,918+155.3% | $6,065+191.2% | $12,624+39.9% |