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 | $29,316 | $70,669-58.5% | $169,368-82.7% | $75,163-61.0% |
| Participation rate | 43.9% | 64.8%-20.9pp | 77.1%-33.3pp | 67.2%-23.3pp |
| Annual return | 15.69% | 36.36%-20.7pp | 405.60%-389.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $274 | $2,211-87.6% | $4,013-93.2% | $2,670-89.8% |
| Participant deferral / active EE | $2,127 | $4,311-50.7% | $6,221-65.8% | $4,125-48.4% |
| Admin fee / account holder | $5,114 | $5,402-5.3% | $9,003-43.2% | $5,651-9.5% |