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 | $20,959 | $58,512-64.2% | $84,015-75.1% | $72,985-71.3% |
| Participation rate | 60.6% | 61.2%-0.7pp | 69.0%-8.4pp | 69.5%-8.9pp |
| Annual return | 27.35% | 28.93%-1.6pp | 71.31%-44.0pp | 81.00%-53.7pp |
| Employer contribution / active EE | $18 | $1,163-98.4% | $1,983-99.1% | $2,440-99.2% |
| Participant deferral / active EE | $3,734 | $2,394+56.0% | $3,239+15.3% | $3,607+3.5% |
| Admin fee / account holder | $564 | $4,569-87.7% | $6,101-90.8% | $5,124-89.0% |