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 | $17,873 | $49,227-63.7% | $70,449-74.6% | $79,858-77.6% |
| Participation rate | 51.7% | 69.2%-17.4pp | 75.1%-23.3pp | 69.6%-17.9pp |
| Annual return | 21.29% | 30.06%-8.8pp | 109.03%-87.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $310 | $2,099-85.3% | $2,737-88.7% | $2,471-87.5% |
| Participant deferral / active EE | $1,695 | $2,768-38.7% | $3,709-54.3% | $3,740-54.7% |
| Admin fee / account holder | $626 | $2,878-78.2% | $3,845-83.7% | $5,306-88.2% |