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.
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 | $21,324 | $106,584-80.0% | $101,326-79.0% | $142,382-85.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 85.31% | 36.93%+48.4pp | 36.82%+48.5pp | 217.08%-131.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $18,493 | $8,297+122.9% | $7,994+131.3% | $6,507+184.2% |
| Admin fee / account holder | $18,680 | $11,446+63.2% | $11,185+67.0% | $12,624+48.0% |