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 9-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 | $20,032 | $189,613-89.4% | $167,512-88.0% | $142,382-85.9% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 9.58% | 2024.68%-2015.1pp | 1615.79%-1606.2pp | 217.08%-207.5pp |
| Employer contribution / active EE | $756 | $4,349-82.6% | $3,882-80.5% | $4,299-82.4% |
| Participant deferral / active EE | $5,792 | $6,981-17.0% | $6,405-9.6% | $6,507-11.0% |
| Admin fee / account holder | $44,241 | $10,528+320.2% | $9,769+352.9% | $12,624+250.5% |