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 9-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 | $31,276 | $57,651-45.7% | $112,229-72.1% | $71,457-56.2% |
| Participation rate | 62.4% | 58.9%+3.4pp | 72.4%-10.1pp | 67.9%-5.5pp |
| Annual return | 18.82% | 18.32%+0.5pp | 30.20%-11.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $336 | $1,913-82.4% | $3,430-90.2% | $2,588-87.0% |
| Participant deferral / active EE | $1,699 | $2,863-40.7% | $4,798-64.6% | $4,289-60.4% |
| Admin fee / account holder | $992 | $1,581-37.3% | $7,748-87.2% | $1,587-37.5% |