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 3-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 | $27,661 | $61,774-55.2% | $97,226-71.5% | $80,856-65.8% |
| Participation rate | 4.4% | 63.5%-59.1pp | 72.7%-68.3pp | 67.6%-63.2pp |
| Annual return | 509.11% | -557.90%+1067.0pp | 75.13%+434.0pp | 35.59%+473.5pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $350 | $3,029-88.4% | $4,264-91.8% | $4,296-91.9% |
| Admin fee / account holder | $1,711 | $5,166-66.9% | $5,654-69.7% | $6,918-75.3% |