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 | $22,808 | $189,613-88.0% | $167,512-86.4% | $142,382-84.0% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 8.73% | 2024.68%-2015.9pp | 1615.79%-1607.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,495 | $4,349-42.6% | $3,882-35.7% | $4,299-42.0% |
| Participant deferral / active EE | $4,264 | $6,981-38.9% | $6,405-33.4% | $6,507-34.5% |
| Admin fee / account holder | $2,943 | $10,528-72.0% | $9,769-69.9% | $12,624-76.7% |