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.
Participant 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 | $49,078 | $189,613-74.1% | $167,512-70.7% | $142,382-65.5% |
| Participation rate | 18.8% | 80.1%-61.4pp | 77.1%-58.3pp | 80.1%-61.4pp |
| Annual return | 11.94% | 2024.68%-2012.7pp | 1615.79%-1603.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $410 | $6,981-94.1% | $6,405-93.6% | $6,507-93.7% |
| Admin fee / account holder | $4,993 | $10,528-52.6% | $9,769-48.9% | $12,624-60.5% |