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 | $60,280 | $189,613-68.2% | $167,512-64.0% | $142,382-57.7% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 13.65% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $429 | $4,349-90.1% | $3,882-88.9% | $4,299-90.0% |
| Participant deferral / active EE | $1,466 | $6,981-79.0% | $6,405-77.1% | $6,507-77.5% |
| Admin fee / account holder | $1,245 | $10,528-88.2% | $9,769-87.3% | $12,624-90.1% |