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 4-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.
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 | $105,338 | $189,613-44.4% | $167,512-37.1% | $142,382-26.0% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 10.14% | 2024.68%-2014.5pp | 1615.79%-1605.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,166 | $4,349-50.2% | $3,882-44.2% | $4,299-49.6% |
| Participant deferral / active EE | $7,455 | $6,981+6.8% | $6,405+16.4% | $6,507+14.6% |
| Admin fee / account holder | $1,004 | $10,528-90.5% | $9,769-89.7% | $12,624-92.0% |