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 | $28,713 | $29,660-3.2% | $56,411-49.1% | $80,856-64.5% |
| Participation rate | 5.1% | 41.6%-36.5pp | 52.5%-47.3pp | 67.6%-62.5pp |
| Annual return | 1164.67% | 35.23%+1129.4pp | 1701.33%-536.7pp | 35.59%+1129.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $115 | $1,226-90.6% | $1,952-94.1% | $4,296-97.3% |
| Admin fee / account holder | $2,852 | $2,428+17.5% | $2,829+0.8% | $6,918-58.8% |