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 | $64,386 | $189,613-66.0% | $167,512-61.6% | $142,382-54.8% |
| Participation rate | 53.8% | 80.1%-26.3pp | 77.1%-23.2pp | 80.1%-26.3pp |
| Annual return | 5.79% | 2024.68%-2018.9pp | 1615.79%-1610.0pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,695 | $4,349-61.0% | $3,882-56.3% | $4,299-60.6% |
| Participant deferral / active EE | $4,242 | $6,981-39.2% | $6,405-33.8% | $6,507-34.8% |
| Admin fee / account holder | $96,559 | $10,528+817.1% | $9,769+888.4% | $12,624+664.9% |