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 | $30,774 | $67,411-54.3% | $91,001-66.2% | $70,131-56.1% |
| Participation rate | 63.0% | 71.4%-8.4pp | 75.6%-12.6pp | 69.5%-6.5pp |
| Annual return | 16.73% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $311 | $1,786-82.6% | $2,456-87.3% | $2,342-86.7% |
| Participant deferral / active EE | $1,239 | $2,823-56.1% | $3,547-65.1% | $3,332-62.8% |
| Admin fee / account holder | $358 | $4,236-91.5% | $5,417-93.4% | $4,645-92.3% |