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 | $82,431 | $189,613-56.5% | $167,512-50.8% | $142,382-42.1% |
| Participation rate | 36.8% | 80.1%-43.3pp | 77.1%-40.2pp | 80.1%-43.3pp |
| Annual return | 13.44% | 2024.68%-2011.2pp | 1615.79%-1602.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $876 | $4,349-79.9% | $3,882-77.4% | $4,299-79.6% |
| Participant deferral / active EE | $1,385 | $6,981-80.2% | $6,405-78.4% | $6,507-78.7% |
| Admin fee / account holder | $23,120 | $10,528+119.6% | $9,769+136.7% | $12,624+83.1% |