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 4-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 | $24,783 | $189,613-86.9% | $167,512-85.2% | $142,382-82.6% |
| Participation rate | 53.3% | 80.1%-26.8pp | 77.1%-23.7pp | 80.1%-26.8pp |
| Annual return | 13.80% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $381 | $4,349-91.2% | $3,882-90.2% | $4,299-91.1% |
| Participant deferral / active EE | $3,107 | $6,981-55.5% | $6,405-51.5% | $6,507-52.3% |
| Admin fee / account holder | $1,262 | $10,528-88.0% | $9,769-87.1% | $12,624-90.0% |