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.
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 | $12,849 | $189,613-93.2% | $167,512-92.3% | $142,382-91.0% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 9.81% | 2024.68%-2014.9pp | 1615.79%-1606.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,228 | $4,349-71.8% | $3,882-68.4% | $4,299-71.4% |
| Participant deferral / active EE | $1,400 | $6,981-80.0% | $6,405-78.1% | $6,507-78.5% |
| Admin fee / account holder | $30,300 | $10,528+187.8% | $9,769+210.2% | $12,624+140.0% |