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 | $109,449 | $189,613-42.3% | $167,512-34.7% | $142,382-23.1% |
| Participation rate | 23.8% | 80.1%-56.3pp | 77.1%-53.2pp | 80.1%-56.3pp |
| Annual return | 9.02% | 2024.68%-2015.7pp | 1615.79%-1606.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $112 | $4,349-97.4% | $3,882-97.1% | $4,299-97.4% |
| Participant deferral / active EE | $2,663 | $6,981-61.8% | $6,405-58.4% | $6,507-59.1% |
| Admin fee / account holder | $7,843 | $10,528-25.5% | $9,769-19.7% | $12,624-37.9% |