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 | $31,838 | $56,484-43.6% | $169,463-81.2% | $64,186-50.4% |
| Participation rate | 66.2% | 64.5%+1.6pp | 77.8%-11.6pp | 69.6%-3.4pp |
| Annual return | 4.53% | -1.55%+6.1pp | 1.83%+2.7pp | 7.63%-3.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,094 | $3,448+18.7% | $5,277-22.4% | $3,470+18.0% |
| Admin fee / account holder | $2,175 | $4,174-47.9% | $9,109-76.1% | $4,888-55.5% |