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 7-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 | $20,106 | $189,613-89.4% | $167,512-88.0% | $142,382-85.9% |
| Participation rate | 53.3% | 80.1%-26.8pp | 77.1%-23.7pp | 80.1%-26.8pp |
| Annual return | 14.91% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $382 | $4,349-91.2% | $3,882-90.2% | $4,299-91.1% |
| Participant deferral / active EE | $1,646 | $6,981-76.4% | $6,405-74.3% | $6,507-74.7% |
| Admin fee / account holder | $7,461 | $10,528-29.1% | $9,769-23.6% | $12,624-40.9% |