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 3-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 | $33,897 | $189,613-82.1% | $167,512-79.8% | $142,382-76.2% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 19.13% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $194 | $4,349-95.5% | $3,882-95.0% | $4,299-95.5% |
| Participant deferral / active EE | $2,868 | $6,981-58.9% | $6,405-55.2% | $6,507-55.9% |
| Admin fee / account holder | $531 | $10,528-95.0% | $9,769-94.6% | $12,624-95.8% |