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 | $31,775 | $65,365-51.4% | $92,893-65.8% | $72,985-56.5% |
| Participation rate | 61.0% | 68.3%-7.3pp | 76.0%-15.0pp | 69.5%-8.4pp |
| Annual return | 23.06% | 42.10%-19.0pp | 109.41%-86.4pp | 81.00%-57.9pp |
| Employer contribution / active EE | $535 | $2,594-79.4% | $3,653-85.4% | $2,440-78.1% |
| Participant deferral / active EE | $2,441 | $3,128-22.0% | $4,236-42.4% | $3,607-32.3% |
| Admin fee / account holder | $851 | $4,251-80.0% | $5,794-85.3% | $5,124-83.4% |