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 9-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 | $15,976 | $30,147-47.0% | $58,482-72.7% | $80,160-80.1% |
| Participation rate | 0.0% | 34.4%-34.4pp | 50.9%-50.9pp | 72.9%-72.9pp |
| Annual return | 20.34% | 21.97%-1.6pp | 4239.32%-4219.0pp | 40.38%-20.0pp |
| Employer contribution / active EE | $96 | $528-81.7% | $1,053-90.8% | $2,978-96.8% |
| Participant deferral / active EE | $254 | $1,249-79.6% | $1,924-86.8% | $5,017-94.9% |
| Admin fee / account holder | $1,359 | $195+598.1% | $2,516-46.0% | $145+837.5% |