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.
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 | $19,685 | $76,738-74.3% | $56,411-65.1% | $145,922-86.5% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.1pp | 80.3%-71.9pp |
| Annual return | 17.61% | 2994.23%-2976.6pp | 1701.33%-1683.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,719 | $2,623-34.5% | $1,952-11.9% | $6,688-74.3% |
| Admin fee / account holder | $303 | $3,334-90.9% | $2,829-89.3% | $13,397-97.7% |