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 | $39,319 | $45,073-12.8% | $69,455-43.4% | $72,985-46.1% |
| Participation rate | 69.0% | 68.5%+0.5pp | 74.6%-5.6pp | 69.5%-0.5pp |
| Annual return | 8.97% | 22.65%-13.7pp | 28.97%-20.0pp | 81.00%-72.0pp |
| Employer contribution / active EE | $353 | $2,054-82.8% | $2,779-87.3% | $2,440-85.5% |
| Participant deferral / active EE | $3,707 | $2,602+42.5% | $3,535+4.9% | $3,607+2.8% |
| Admin fee / account holder | $792 | $3,056-74.1% | $3,839-79.4% | $5,124-84.6% |