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 | $34,182 | $109,413-68.8% | $156,263-78.1% | $84,808-59.7% |
| Participation rate | 52.9% | 72.7%-19.8pp | 78.9%-26.0pp | 68.3%-15.4pp |
| Annual return | 13.66% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $438 | $2,907-84.9% | $4,333-89.9% | $2,631-83.4% |
| Participant deferral / active EE | $2,076 | $4,590-54.8% | $6,158-66.3% | $4,212-50.7% |
| Admin fee / account holder | $1,207 | $9,357-87.1% | $14,255-91.5% | $7,344-83.6% |