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 | $47,789 | $189,613-74.8% | $167,512-71.5% | $142,382-66.4% |
| Participation rate | 18.8% | 80.1%-61.4pp | 77.1%-58.3pp | 80.1%-61.4pp |
| Annual return | 16.05% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $728 | $4,349-83.3% | $3,882-81.3% | $4,299-83.1% |
| Participant deferral / active EE | $828 | $6,981-88.1% | $6,405-87.1% | $6,507-87.3% |
| Admin fee / account holder | $7,585 | $10,528-28.0% | $9,769-22.4% | $12,624-39.9% |