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 | $35,948 | $61,660-41.7% | $80,019-55.1% | $64,186-44.0% |
| Participation rate | 45.2% | 71.7%-26.5pp | 75.8%-30.6pp | 69.6%-24.4pp |
| Annual return | 3.80% | -0.33%+4.1pp | 11.22%-7.4pp | 7.63%-3.8pp |
| Employer contribution / active EE | $97 | $1,810-94.6% | $2,468-96.1% | $2,381-95.9% |
| Participant deferral / active EE | $1,429 | $2,968-51.9% | $3,686-61.2% | $3,470-58.8% |
| Admin fee / account holder | $2,871 | $5,417-47.0% | $6,521-56.0% | $4,888-41.3% |