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 | $32,226 | $84,233-61.7% | $170,442-81.1% | $70,131-54.0% |
| Participation rate | 27.0% | 70.8%-43.8pp | 83.6%-56.6pp | 69.5%-42.5pp |
| Annual return | 15.47% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $297 | $3,387-91.2% | $5,433-94.5% | $2,342-87.3% |
| Participant deferral / active EE | $1,939 | $3,086-37.2% | $4,939-60.7% | $3,332-41.8% |
| Admin fee / account holder | $332 | $5,698-94.2% | $13,880-97.6% | $4,645-92.8% |