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 | $142,746 | $176,811-19.3% | $146,958-2.9% | - |
| Participation rate | 50.5% | 76.9%-26.4pp | 82.2%-31.6pp | - |
| Annual return | 9.33% | 11.56%-2.2pp | 418.34%-409.0pp | - |
| Employer contribution / active EE | $2,022 | $3,294-38.6% | $4,933-59.0% | - |
| Participant deferral / active EE | $4,733 | $6,900-31.4% | $8,070-41.3% | - |
| Admin fee / account holder | $38,471 | $27,451+40.1% | $12,998+196.0% | - |