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 | $26,961 | $43,327-37.8% | $59,878-55.0% | $64,186-58.0% |
| Participation rate | 53.8% | 69.2%-15.3pp | 74.7%-20.9pp | 69.6%-15.7pp |
| Annual return | 6.54% | -1.55%+8.1pp | 3.46%+3.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $300 | $2,028-85.2% | $2,722-89.0% | $2,381-87.4% |
| Participant deferral / active EE | $1,473 | $2,546-42.1% | $3,402-56.7% | $3,470-57.5% |
| Admin fee / account holder | $1,074 | $3,005-64.2% | $3,590-70.1% | $4,888-78.0% |