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 | $50,103 | $67,411-25.7% | $91,001-44.9% | $70,131-28.6% |
| Participation rate | 64.0% | 71.4%-7.4pp | 75.6%-11.6pp | 69.5%-5.5pp |
| Annual return | 13.03% | -40.16%+53.2pp | 4.60%+8.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $295 | $1,786-83.5% | $2,456-88.0% | $2,342-87.4% |
| Participant deferral / active EE | $1,474 | $2,823-47.8% | $3,547-58.4% | $3,332-55.8% |
| Admin fee / account holder | $1,495 | $4,236-64.7% | $5,417-72.4% | $4,645-67.8% |