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 | $28,586 | $46,553-38.6% | $64,056-55.4% | $75,163-62.0% |
| Participation rate | 32.6% | 65.9%-33.3pp | 72.3%-39.7pp | 67.2%-34.6pp |
| Annual return | 13.77% | 26.03%-12.3pp | 33.69%-19.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $300 | $1,974-84.8% | $2,747-89.1% | $2,670-88.8% |
| Participant deferral / active EE | $1,500 | $2,837-47.1% | $3,880-61.3% | $4,125-63.6% |
| Admin fee / account holder | $10,089 | $2,952+241.7% | $3,068+228.8% | $5,651+78.5% |