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 10-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,558 | $189,613-94.4% | $167,512-93.7% | $142,382-92.6% |
| Participation rate | 22.2% | 80.1%-57.9pp | 77.1%-54.8pp | 80.1%-57.9pp |
| Annual return | 23.62% | 2024.68%-2001.1pp | 1615.79%-1592.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $825 | $6,981-88.2% | $6,405-87.1% | $6,507-87.3% |
| Admin fee / account holder | $13,719 | $10,528+30.3% | $9,769+40.4% | $12,624+8.7% |