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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,764 | $189,613-50.5% | $167,512-44.0% | $142,382-34.1% |
| Participation rate | 65.2% | 80.1%-14.9pp | 77.1%-11.8pp | 80.1%-14.9pp |
| Annual return | 10.16% | 2024.68%-2014.5pp | 1615.79%-1605.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $350 | $4,349-91.9% | $3,882-91.0% | $4,299-91.9% |
| Participant deferral / active EE | $2,750 | $6,981-60.6% | $6,405-57.1% | $6,507-57.7% |
| Admin fee / account holder | $23,351 | $10,528+121.8% | $9,769+139.0% | $12,624+85.0% |