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 | $100,260 | $189,613-47.1% | $167,512-40.1% | $142,382-29.6% |
| Participation rate | 64.3% | 80.1%-15.8pp | 77.1%-12.8pp | 80.1%-15.8pp |
| Annual return | 13.80% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $581 | $4,349-86.7% | $3,882-85.0% | $4,299-86.5% |
| Participant deferral / active EE | $2,813 | $6,981-59.7% | $6,405-56.1% | $6,507-56.8% |
| Admin fee / account holder | $745 | $10,528-92.9% | $9,769-92.4% | $12,624-94.1% |