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 9-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 | $36,033 | $48,795-26.2% | $65,493-45.0% | $84,808-57.5% |
| Participation rate | 69.2% | 67.0%+2.3pp | 73.1%-3.9pp | 68.3%+0.9pp |
| Annual return | 16.05% | 20.20%-4.1pp | 982.45%-966.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $262 | $1,930-86.4% | $2,574-89.8% | $2,631-90.1% |
| Participant deferral / active EE | $2,806 | $2,928-4.2% | $3,961-29.2% | $4,212-33.4% |
| Admin fee / account holder | $873 | $3,877-77.5% | $5,028-82.6% | $7,344-88.1% |