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 | $38,481 | $189,613-79.7% | $167,512-77.0% | $142,382-73.0% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 7.89% | 2024.68%-2016.8pp | 1615.79%-1607.9pp | 217.08%-209.2pp |
| Employer contribution / active EE | $227 | $4,349-94.8% | $3,882-94.1% | $4,299-94.7% |
| Participant deferral / active EE | $1,366 | $6,981-80.4% | $6,405-78.7% | $6,507-79.0% |
| Admin fee / account holder | $16,489 | $10,528+56.6% | $9,769+68.8% | $12,624+30.6% |