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 | $49,628 | $76,367-35.0% | $93,606-47.0% | $72,985-32.0% |
| Participation rate | 44.9% | 71.7%-26.8pp | 75.8%-30.9pp | 69.5%-24.6pp |
| Annual return | 21.03% | 25.82%-4.8pp | 32.76%-11.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $259 | $2,275-88.6% | $2,718-90.5% | $2,440-89.4% |
| Participant deferral / active EE | $1,479 | $3,538-58.2% | $4,069-63.6% | $3,607-59.0% |
| Admin fee / account holder | $6,070 | $6,838-11.2% | $7,888-23.0% | $5,124+18.5% |