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 | $19,726 | $189,613-89.6% | $167,512-88.2% | $142,382-86.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 6.98% | 2024.68%-2017.7pp | 1615.79%-1608.8pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,753 | $4,349-36.7% | $3,882-29.1% | $4,299-36.0% |
| Participant deferral / active EE | $10,141 | $6,981+45.3% | $6,405+58.3% | $6,507+55.8% |
| Admin fee / account holder | $29,677 | $10,528+181.9% | $9,769+203.8% | $12,624+135.1% |