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 | $32,260 | $107,334-69.9% | $92,893-65.3% | $152,861-78.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 22.62% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $80 | $4,221-98.1% | $3,653-97.8% | $4,762-98.3% |
| Participant deferral / active EE | $1,827 | $4,845-62.3% | $4,236-56.9% | $5,850-68.8% |
| Admin fee / account holder | $328 | $7,079-95.4% | $5,794-94.3% | $11,596-97.2% |