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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,545 | $189,613-89.7% | $167,512-88.3% | $142,382-86.3% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.1%-22.5pp | 80.1%-25.6pp |
| Annual return | 9.47% | 2024.68%-2015.2pp | 1615.79%-1606.3pp | 217.08%-207.6pp |
| Employer contribution / active EE | $643 | $4,349-85.2% | $3,882-83.4% | $4,299-85.1% |
| Participant deferral / active EE | $1,077 | $6,981-84.6% | $6,405-83.2% | $6,507-83.5% |
| Admin fee / account holder | $388 | $10,528-96.3% | $9,769-96.0% | $12,624-96.9% |