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 6-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 | $189,712 | $189,613+0.1% | $167,512+13.3% | $142,382+33.2% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 4.21% | 2024.68%-2020.5pp | 1615.79%-1611.6pp | 217.08%-212.9pp |
| Employer contribution / active EE | $2,475 | $4,349-43.1% | $3,882-36.2% | $4,299-42.4% |
| Participant deferral / active EE | $12,933 | $6,981+85.2% | $6,405+101.9% | $6,507+98.7% |
| Admin fee / account holder | $1,323 | $10,528-87.4% | $9,769-86.5% | $12,624-89.5% |