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 | $214,900 | $189,613+13.3% | $167,512+28.3% | $142,382+50.9% |
| Participation rate | 36.4% | 80.1%-43.8pp | 77.1%-40.7pp | 80.1%-43.8pp |
| Annual return | 15.19% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,346 | $6,981+5.2% | $6,405+14.7% | $6,507+12.9% |
| Admin fee / account holder | $10,778 | $10,528+2.4% | $9,769+10.3% | $12,624-14.6% |