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 | $18,693 | $48,795-61.7% | $65,493-71.5% | $84,808-78.0% |
| Participation rate | 50.0% | 67.0%-17.0pp | 73.1%-23.1pp | 68.3%-18.3pp |
| Annual return | 13.94% | 20.20%-6.3pp | 982.45%-968.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $258 | $1,930-86.6% | $2,574-90.0% | $2,631-90.2% |
| Participant deferral / active EE | $1,164 | $2,928-60.3% | $3,961-70.6% | $4,212-72.4% |
| Admin fee / account holder | $1,812 | $3,877-53.3% | $5,028-64.0% | $7,344-75.3% |