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 | $30,091 | $89,753-66.5% | $107,525-72.0% | $84,808-64.5% |
| Participation rate | 57.7% | 68.1%-10.4pp | 75.1%-17.4pp | 68.3%-10.6pp |
| Annual return | 21.26% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $658 | $3,113-78.9% | $3,754-82.5% | $2,631-75.0% |
| Participant deferral / active EE | $3,386 | $4,056-16.5% | $5,116-33.8% | $4,212-19.6% |
| Admin fee / account holder | $979 | $7,222-86.5% | $8,919-89.0% | $7,344-86.7% |