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 | $19,332 | $48,364-60.0% | $71,796-73.1% | $62,891-69.3% |
| Participation rate | 69.6% | 60.6%+9.0pp | 69.1%+0.5pp | 69.3%+0.3pp |
| Annual return | 7.84% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $42 | $1,042-96.0% | $1,924-97.8% | $2,281-98.2% |
| Participant deferral / active EE | $1,454 | $2,091-30.5% | $2,794-48.0% | $3,203-54.6% |
| Admin fee / account holder | $1,827 | $3,771-51.6% | $4,815-62.1% | $4,296-57.5% |