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 | $32,279 | $63,299-49.0% | $91,001-64.5% | $62,292-48.2% |
| Participation rate | 66.7% | 73.3%-6.6pp | 75.6%-8.9pp | 69.5%-2.8pp |
| Annual return | 13.64% | 20.99%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $351 | $1,807-80.6% | $2,456-85.7% | $2,042-82.8% |
| Participant deferral / active EE | $2,093 | $2,943-28.9% | $3,547-41.0% | $3,169-33.9% |
| Admin fee / account holder | $1,660 | $468+254.9% | $5,417-69.4% | $479+246.2% |