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 | $26,322 | $48,364-45.6% | $71,796-63.3% | $62,891-58.1% |
| Participation rate | 55.9% | 60.6%-4.7pp | 69.1%-13.2pp | 69.3%-13.4pp |
| Annual return | 9.63% | 13.16%-3.5pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,693 | $2,091-19.1% | $2,794-39.4% | $3,203-47.1% |
| Admin fee / account holder | $467 | $3,771-87.6% | $4,815-90.3% | $4,296-89.1% |