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 | $10,174 | $73,867-86.2% | $143,757-92.9% | $68,494-85.1% |
| Participation rate | 63.3% | 66.7%-3.3pp | 80.3%-17.0pp | 67.9%-4.6pp |
| Annual return | 4.17% | 1.01%+3.2pp | -0.04%+4.2pp | -7.84%+12.0pp |
| Employer contribution / active EE | $349 | $3,184-89.1% | $4,951-93.0% | $2,596-86.6% |
| Participant deferral / active EE | $944 | $3,384-72.1% | $5,637-83.3% | $4,027-76.6% |
| Admin fee / account holder | $568 | $5,755-90.1% | $14,673-96.1% | $5,403-89.5% |