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.
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 | $58,536 | $189,613-69.1% | $167,512-65.1% | $142,382-58.9% |
| Participation rate | 54.2% | 80.1%-26.0pp | 77.1%-22.9pp | 80.1%-26.0pp |
| Annual return | 14.47% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $208 | $4,349-95.2% | $3,882-94.6% | $4,299-95.2% |
| Participant deferral / active EE | $2,264 | $6,981-67.6% | $6,405-64.6% | $6,507-65.2% |
| Admin fee / account holder | $15,865 | $10,528+50.7% | $9,769+62.4% | $12,624+25.7% |