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 | $58,033 | $71,883-19.3% | $86,677-33.0% | $68,494-15.3% |
| Participation rate | 64.1% | 72.2%-8.1pp | 76.6%-12.5pp | 67.9%-3.8pp |
| Annual return | 4.25% | 3.52%+0.7pp | 35.91%-31.7pp | -7.84%+12.1pp |
| Employer contribution / active EE | $332 | $2,173-84.7% | $2,836-88.3% | $2,596-87.2% |
| Participant deferral / active EE | $2,400 | $3,779-36.5% | $4,656-48.5% | $4,027-40.4% |
| Admin fee / account holder | $2,813 | $6,112-54.0% | $7,493-62.5% | $5,403-47.9% |