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 10-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 | $33,381 | $67,411-50.5% | $91,001-63.3% | $70,131-52.4% |
| Participation rate | 69.0% | 71.4%-2.4pp | 75.6%-6.6pp | 69.5%-0.6pp |
| Annual return | 16.17% | -40.16%+56.3pp | 4.60%+11.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $288 | $1,786-83.9% | $2,456-88.3% | $2,342-87.7% |
| Participant deferral / active EE | $1,410 | $2,823-50.0% | $3,547-60.2% | $3,332-57.7% |
| Admin fee / account holder | $4,713 | $4,236+11.3% | $5,417-13.0% | $4,645+1.5% |