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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,751 | $189,613+11.1% | $167,512+25.8% | $142,382+48.0% |
| Participation rate | 47.4% | 80.1%-32.8pp | 77.1%-29.7pp | 80.1%-32.8pp |
| Annual return | 11.08% | 2024.68%-2013.6pp | 1615.79%-1604.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,741 | $4,349-60.0% | $3,882-55.2% | $4,299-59.5% |
| Participant deferral / active EE | $6,536 | $6,981-6.4% | $6,405+2.1% | $6,507+0.4% |
| Admin fee / account holder | $1,803 | $10,528-82.9% | $9,769-81.5% | $12,624-85.7% |