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 3-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 | $35,056 | $189,613-81.5% | $167,512-79.1% | $142,382-75.4% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.1%-7.8pp | 80.1%-10.9pp |
| Annual return | 22.30% | 2024.68%-2002.4pp | 1615.79%-1593.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,192 | $4,349-72.6% | $3,882-69.3% | $4,299-72.3% |
| Participant deferral / active EE | $3,715 | $6,981-46.8% | $6,405-42.0% | $6,507-42.9% |
| Admin fee / account holder | $479 | $10,528-95.5% | $9,769-95.1% | $12,624-96.2% |