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 | $97,280 | $189,613-48.7% | $167,512-41.9% | $142,382-31.7% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 15.97% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $934 | $4,349-78.5% | $3,882-76.0% | $4,299-78.3% |
| Participant deferral / active EE | $4,137 | $6,981-40.7% | $6,405-35.4% | $6,507-36.4% |
| Admin fee / account holder | $2,589 | $10,528-75.4% | $9,769-73.5% | $12,624-79.5% |