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 7-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 | $238,084 | $189,613+25.6% | $167,512+42.1% | $142,382+67.2% |
| Participation rate | 36.4% | 80.1%-43.8pp | 77.1%-40.7pp | 80.1%-43.8pp |
| Annual return | 13.13% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,417 | $6,981-65.4% | $6,405-62.3% | $6,507-62.9% |
| Admin fee / account holder | $2,668 | $10,528-74.7% | $9,769-72.7% | $12,624-78.9% |