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 | $28,904 | $72,277-60.0% | $101,248-71.5% | $79,858-63.8% |
| Participation rate | 45.2% | 68.5%-23.3pp | 75.8%-30.6pp | 69.6%-24.5pp |
| Annual return | 12.96% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $570 | $2,692-78.8% | $3,660-84.4% | $2,471-76.9% |
| Participant deferral / active EE | $3,468 | $3,282+5.7% | $4,370-20.6% | $3,740-7.3% |
| Admin fee / account holder | $958 | $4,400-78.2% | $5,945-83.9% | $5,306-81.9% |