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 5-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 | $22,378 | $189,613-88.2% | $167,512-86.6% | $142,382-84.3% |
| Participation rate | 14.3% | 80.1%-65.8pp | 77.1%-62.8pp | 80.1%-65.8pp |
| Annual return | -3.73% | 2024.68%-2028.4pp | 1615.79%-1619.5pp | 217.08%-220.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,368 | $6,981-80.4% | $6,405-78.6% | $6,507-79.0% |
| Admin fee / account holder | $6,592 | $10,528-37.4% | $9,769-32.5% | $12,624-47.8% |