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 | $27,835 | $80,717-65.5% | $154,803-82.0% | $84,808-67.2% |
| Participation rate | 53.1% | 66.8%-13.7pp | 78.1%-24.9pp | 68.3%-15.2pp |
| Annual return | 13.35% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $214 | $2,761-92.2% | $4,305-95.0% | $2,631-91.9% |
| Participant deferral / active EE | $1,935 | $3,303-41.4% | $5,540-65.1% | $4,212-54.0% |
| Admin fee / account holder | $3,707 | $6,746-45.0% | $14,329-74.1% | $7,344-49.5% |