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 | $60,363 | $189,613-68.2% | $167,512-64.0% | $142,382-57.6% |
| Participation rate | 64.7% | 80.1%-15.4pp | 77.1%-12.4pp | 80.1%-15.4pp |
| Annual return | 12.82% | 2024.68%-2011.9pp | 1615.79%-1603.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,072 | $4,349-75.4% | $3,882-72.4% | $4,299-75.1% |
| Participant deferral / active EE | $3,974 | $6,981-43.1% | $6,405-37.9% | $6,507-38.9% |
| Admin fee / account holder | $788 | $10,528-92.5% | $9,769-91.9% | $12,624-93.8% |