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 | $84,888 | $106,515-20.3% | $96,683-12.2% | $139,434-39.1% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 15.11% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $603 | $4,103-85.3% | $3,737-83.9% | $4,751-87.3% |
| Participant deferral / active EE | $3,781 | $5,454-30.7% | $4,878-22.5% | $6,710-43.6% |
| Admin fee / account holder | $535 | $7,877-93.2% | $6,730-92.1% | $11,403-95.3% |