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 | $26,708 | $72,277-63.0% | $101,248-73.6% | $79,858-66.6% |
| Participation rate | 29.5% | 68.5%-39.0pp | 75.8%-46.3pp | 69.6%-40.1pp |
| Annual return | 29.81% | 22.30%+7.5pp | 46.47%-16.7pp | 31.71%-1.9pp |
| Employer contribution / active EE | $609 | $2,692-77.4% | $3,660-83.4% | $2,471-75.4% |
| Participant deferral / active EE | $1,749 | $3,282-46.7% | $4,370-60.0% | $3,740-53.2% |
| Admin fee / account holder | $567 | $4,400-87.1% | $5,945-90.5% | $5,306-89.3% |