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 | $30,108 | $104,251-71.1% | $91,001-66.9% | $147,584-79.6% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.6%-42.3pp | 82.8%-49.5pp |
| Annual return | 15.18% | 27.06%-11.9pp | 4.60%+10.6pp | 578.55%-563.4pp |
| Employer contribution / active EE | $341 | $3,116-89.1% | $2,456-86.1% | $4,876-93.0% |
| Participant deferral / active EE | $3,867 | $4,195-7.8% | $3,547+9.0% | $5,439-28.9% |
| Admin fee / account holder | $9,145 | $8,948+2.2% | $5,417+68.8% | $10,885-16.0% |