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 5-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 | $102,482 | $189,613-46.0% | $167,512-38.8% | $142,382-28.0% |
| Participation rate | 20.0% | 80.1%-60.1pp | 77.1%-57.1pp | 80.1%-60.1pp |
| Annual return | 23.07% | 2024.68%-2001.6pp | 1615.79%-1592.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $179 | $4,349-95.9% | $3,882-95.4% | $4,299-95.8% |
| Participant deferral / active EE | $2,725 | $6,981-61.0% | $6,405-57.5% | $6,507-58.1% |
| Admin fee / account holder | $1,442 | $10,528-86.3% | $9,769-85.2% | $12,624-88.6% |