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 | $45,400 | $48,795-7.0% | $65,493-30.7% | $84,808-46.5% |
| Participation rate | 35.7% | 67.0%-31.3pp | 73.1%-37.4pp | 68.3%-32.6pp |
| Annual return | 13.12% | 20.20%-7.1pp | 982.45%-969.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $276 | $1,930-85.7% | $2,574-89.3% | $2,631-89.5% |
| Participant deferral / active EE | $2,359 | $2,928-19.5% | $3,961-40.4% | $4,212-44.0% |
| Admin fee / account holder | $409 | $3,877-89.5% | $5,028-91.9% | $7,344-94.4% |