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 4-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 | $132,047 | $189,613-30.4% | $167,512-21.2% | $142,382-7.3% |
| Participation rate | 45.5% | 80.1%-34.7pp | 77.1%-31.6pp | 80.1%-34.7pp |
| Annual return | 18.81% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,107 | $4,349-28.6% | $3,882-20.0% | $4,299-27.7% |
| Participant deferral / active EE | $10,187 | $6,981+45.9% | $6,405+59.1% | $6,507+56.6% |
| Admin fee / account holder | $3,465 | $10,528-67.1% | $9,769-64.5% | $12,624-72.6% |