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 | $89,674 | $189,613-52.7% | $167,512-46.5% | $142,382-37.0% |
| Participation rate | 45.5% | 80.1%-34.7pp | 77.1%-31.6pp | 80.1%-34.7pp |
| Annual return | 15.05% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,645 | $4,349-39.2% | $3,882-31.9% | $4,299-38.5% |
| Participant deferral / active EE | $4,460 | $6,981-36.1% | $6,405-30.4% | $6,507-31.5% |
| Admin fee / account holder | $12,122 | $10,528+15.1% | $9,769+24.1% | $12,624-4.0% |