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 | $27,499 | $67,606-59.3% | $82,313-66.6% | $70,131-60.8% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 12.99% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $288 | $1,755-83.6% | $2,428-88.2% | $2,342-87.7% |
| Participant deferral / active EE | $1,847 | $2,987-38.1% | $3,706-50.2% | $3,332-44.6% |
| Admin fee / account holder | $951 | $4,512-78.9% | $5,608-83.0% | $4,645-79.5% |