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 3-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,067 | $189,613-87.3% | $167,512-85.6% | $142,382-83.1% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 83.35% | 2024.68%-1941.3pp | 1615.79%-1532.4pp | 217.08%-133.7pp |
| Employer contribution / active EE | $1,187 | $4,349-72.7% | $3,882-69.4% | $4,299-72.4% |
| Participant deferral / active EE | $640 | $6,981-90.8% | $6,405-90.0% | $6,507-90.2% |
| Admin fee / account holder | $15,269 | $10,528+45.0% | $9,769+56.3% | $12,624+21.0% |