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 | $47,142 | $70,983-33.6% | $78,778-40.2% | - |
| Participation rate | 39.4% | 57.2%-17.8pp | 69.2%-29.8pp | - |
| Annual return | 26.54% | 9.28%+17.3pp | 35.62%-9.1pp | - |
| Employer contribution / active EE | $515 | $665-22.6% | $1,986-74.1% | - |
| Participant deferral / active EE | $1,765 | $2,053-14.0% | $2,958-40.3% | - |
| Admin fee / account holder | $2,536 | $4,432-42.8% | $5,134-50.6% | - |