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 | $34,075 | $162,781-79.1% | $133,956-74.6% | $158,922-78.6% |
| Participation rate | 68.2% | 83.2%-15.0pp | 79.8%-11.7pp | 82.0%-13.8pp |
| Annual return | 13.57% | 41.94%-28.4pp | 45.09%-31.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $202 | $4,975-95.9% | $3,919-94.8% | $4,761-95.8% |
| Participant deferral / active EE | $2,399 | $5,911-59.4% | $5,048-52.5% | $5,982-59.9% |
| Admin fee / account holder | $1,511 | $11,736-87.1% | $8,927-83.1% | $11,246-86.6% |