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 | $17,709 | $45,035-60.7% | $62,995-71.9% | $70,131-74.7% |
| Participation rate | 48.6% | 69.5%-21.0pp | 74.8%-26.2pp | 69.5%-21.0pp |
| Annual return | 20.62% | 18.76%+1.9pp | 87.57%-66.9pp | 73.14%-52.5pp |
| Employer contribution / active EE | $250 | $2,051-87.8% | $2,759-90.9% | $2,342-89.3% |
| Participant deferral / active EE | $1,397 | $2,465-43.3% | $3,329-58.1% | $3,332-58.1% |
| Admin fee / account holder | $369 | $2,834-87.0% | $3,600-89.8% | $4,645-92.1% |