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 | $26,172 | $65,365-60.0% | $92,893-71.8% | $72,985-64.1% |
| Participation rate | 64.3% | 68.3%-4.0pp | 76.0%-11.7pp | 69.5%-5.2pp |
| Annual return | 27.34% | 42.10%-14.8pp | 109.41%-82.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $177 | $2,594-93.2% | $3,653-95.1% | $2,440-92.7% |
| Participant deferral / active EE | $2,149 | $3,128-31.3% | $4,236-49.3% | $3,607-40.4% |
| Admin fee / account holder | $849 | $4,251-80.0% | $5,794-85.4% | $5,124-83.4% |