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 | $215,317 | $189,613+13.6% | $167,512+28.5% | $142,382+51.2% |
| Participation rate | 57.9% | 80.1%-22.2pp | 77.1%-19.2pp | 80.1%-22.2pp |
| Annual return | 15.62% | 2024.68%-2009.1pp | 1615.79%-1600.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,182 | $4,349-72.8% | $3,882-69.6% | $4,299-72.5% |
| Participant deferral / active EE | $3,730 | $6,981-46.6% | $6,405-41.8% | $6,507-42.7% |
| Admin fee / account holder | $3,466 | $10,528-67.1% | $9,769-64.5% | $12,624-72.5% |