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 8-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 | $32,648 | $189,613-82.8% | $167,512-80.5% | $142,382-77.1% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 17.04% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,552 | $6,981-34.8% | $6,405-28.9% | $6,507-30.0% |
| Admin fee / account holder | $707 | $10,528-93.3% | $9,769-92.8% | $12,624-94.4% |