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 | $33,603 | $104,251-67.8% | $91,001-63.1% | $147,584-77.2% |
| Participation rate | 41.2% | 78.2%-37.1pp | 75.6%-34.4pp | 82.8%-41.7pp |
| Annual return | 12.88% | 27.06%-14.2pp | 4.60%+8.3pp | 578.55%-565.7pp |
| Employer contribution / active EE | $350 | $3,116-88.8% | $2,456-85.8% | $4,876-92.8% |
| Participant deferral / active EE | $1,598 | $4,195-61.9% | $3,547-54.9% | $5,439-70.6% |
| Admin fee / account holder | $5,551 | $8,948-38.0% | $5,417+2.5% | $10,885-49.0% |