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.
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 | $19,661 | $189,613-89.6% | $167,512-88.3% | $142,382-86.2% |
| Participation rate | 52.9% | 80.1%-27.2pp | 77.1%-24.1pp | 80.1%-27.2pp |
| Annual return | 16.57% | 2024.68%-2008.1pp | 1615.79%-1599.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $449 | $4,349-89.7% | $3,882-88.4% | $4,299-89.6% |
| Participant deferral / active EE | $2,060 | $6,981-70.5% | $6,405-67.8% | $6,507-68.3% |
| Admin fee / account holder | $2,307 | $10,528-78.1% | $9,769-76.4% | $12,624-81.7% |