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 | $63,875 | $189,613-66.3% | $167,512-61.9% | $142,382-55.1% |
| Participation rate | 55.0% | 80.1%-25.1pp | 77.1%-22.1pp | 80.1%-25.1pp |
| Annual return | 16.73% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $368 | $4,349-91.5% | $3,882-90.5% | $4,299-91.4% |
| Participant deferral / active EE | $2,167 | $6,981-69.0% | $6,405-66.2% | $6,507-66.7% |
| Admin fee / account holder | $524 | $10,528-95.0% | $9,769-94.6% | $12,624-95.9% |