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 | $25,796 | $45,073-42.8% | $69,455-62.9% | $72,985-64.7% |
| Participation rate | 37.5% | 68.5%-31.0pp | 74.6%-37.1pp | 69.5%-32.0pp |
| Annual return | 14.89% | 22.65%-7.8pp | 28.97%-14.1pp | 81.00%-66.1pp |
| Employer contribution / active EE | $320 | $2,054-84.4% | $2,779-88.5% | $2,440-86.9% |
| Participant deferral / active EE | $1,762 | $2,602-32.3% | $3,535-50.2% | $3,607-51.1% |
| Admin fee / account holder | $917 | $3,056-70.0% | $3,839-76.1% | $5,124-82.1% |