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 9-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 | $190,281 | $189,613+0.4% | $167,512+13.6% | $142,382+33.6% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 27.56% | 2024.68%-1997.1pp | 1615.79%-1588.2pp | 217.08%-189.5pp |
| Employer contribution / active EE | $817 | $4,349-81.2% | $3,882-79.0% | $4,299-81.0% |
| Participant deferral / active EE | $817 | $6,981-88.3% | $6,405-87.2% | $6,507-87.5% |
| Admin fee / account holder | $532 | $10,528-94.9% | $9,769-94.6% | $12,624-95.8% |