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 | $104,246 | $189,613-45.0% | $167,512-37.8% | $142,382-26.8% |
| Participation rate | 30.0% | 80.1%-50.1pp | 77.1%-47.1pp | 80.1%-50.1pp |
| Annual return | 13.79% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,451 | $4,349-66.6% | $3,882-62.6% | $4,299-66.2% |
| Participant deferral / active EE | $6,630 | $6,981-5.0% | $6,405+3.5% | $6,507+1.9% |
| Admin fee / account holder | $44,553 | $10,528+323.2% | $9,769+356.1% | $12,624+252.9% |