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 | $37,059 | $48,230-23.2% | $67,502-45.1% | $80,856-54.2% |
| Participation rate | 29.8% | 66.4%-36.5pp | 72.9%-43.0pp | 67.6%-37.8pp |
| Annual return | 22.14% | 18.28%+3.9pp | 3512.12%-3490.0pp | 35.59%-13.5pp |
| Employer contribution / active EE | $188 | $2,020-90.7% | $2,731-93.1% | $2,755-93.2% |
| Participant deferral / active EE | $822 | $2,924-71.9% | $4,000-79.5% | $4,296-80.9% |
| Admin fee / account holder | $439 | $3,681-88.1% | $3,998-89.0% | $6,918-93.7% |