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 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,983 | $189,613-97.9% | $167,512-97.6% | $142,382-97.2% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 18.34% | 2024.68%-2006.3pp | 1615.79%-1597.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $765 | $4,349-82.4% | $3,882-80.3% | $4,299-82.2% |
| Participant deferral / active EE | $796 | $6,981-88.6% | $6,405-87.6% | $6,507-87.8% |
| Admin fee / account holder | $653 | $10,528-93.8% | $9,769-93.3% | $12,624-94.8% |